Katy joined Self Invested Portfolios in February 2022 as a Trainee Paraplanner.
With a degree in Psychology, and experience in technology start-up companies, Katy began her journey in financial services in June 2018. Starting out as an Administrator and Personal Assistant to the Managing Director at a Partner Practice of St. James’s Place in South Wales, Katy was subsequently promoted to the position of Practice Manager in January 2020. This gave her valuable experience working on a variety of client cases and learning from the ground up.
She is currently studying for a Diploma in Regulated Financial Planning and is looking forward to diving deep into the Paraplanning role.