Catherine joined Alexander Beard Group in May 2017 as PA to a UK Wealth Management Financial Adviser. She was promoted to Branch Manager of the Huddersfield office in August 2020 and supports both a UK Wealth Management Financial Planning Director and a Wealth Management Financial Adviser.
She has worked in Financial Services since leaving education in 1990 working initially for Alliance & Leicester Building Society where she held roles from Cashier to Mortgage Adviser & Deputy Branch Manager. Latterly, she worked for NatWest/RBS Group where her roles included Customer Adviser, Business & Commercial Banking Managers Assistant and Commercial Support Team Manager where she had the responsibility of managing a team of 12 staff.
Catherine holds both the CeMap & CertPFA qualifications.