Financial Adviser (UK)
Katie graduated from Sheffield University in 2009 with a Masters in English Literature. On moving to London later in 2009 she joined Leprêtre & Partners (L&P) as a marketing assistant, co-ordinating marketing campaigns to inform clients of changes to legislation and offering simple financial information and planning tips.
In 2011 she started studying towards the Diploma in Financial Planning and became a trainee adviser for the firm later that year. In 2014 she gained the Level 4 Diploma in Regulated Financial Planning and took responsibility for meeting with new members of group pension schemes to advise them on their employee benefits.
Since the acquisition of L&P, Katie has been continuing to broaden her experience as an adviser with ABG and is building relationships with individual clients as well as continuing to look after members of the London-based group pension schemes.