Katherine Davies


Having previously worked in sales, Katherine has worked in financial services for 10 years, two as a paraplanner.


I support our financial planners as needed on a day-to-day basis. I undertake research, write client reports and assist with admin duties.


Outside of work I enjoy dog walking, going to the gym, shooting and snowboarding. I also enjoy socialising with friends and spending time with my family.


View Katherine's qualifications

Katherine's qualifications

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

They are open, honest and I am very happy for the company to handle my financial investments and pension fund.

James Christopher Hughes, Exeter

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