At work

Katherine has worked for Nick and the team since 2006, so she has a fantastic understanding of the business. Katherine currently assists the technical team with the production of client recommendation reports and placing investment trades.

Staying focused on the details is important to Katherine, and she loves knowing that she’s done the best possible job for the client.


At home

Katherine loves to read fiction, go out walking, spend time with her children and socialise with her friends.

She’s a big fan of romantic comedies and her favourite TV show is Grey’s Anatomy.

Spotlight questions

Getting to know

What do you enjoy most about your job?

Working with a great bunch of colleagues and lovely clients.

What motivates you at work?

Knowing we always have the client’s best interest at heart and helping them achieve their goals.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE