Principal Partner Practice of St. James's Place Wealth Management
Katrina has over 22 years’ experience in the Financial Services industry. She started her career with Scottish Widows in 1997, in Edinburgh. In 2002 she moved home to Aberdeen to continue her career. She has a diploma in financial planning and is currently working towards Chartered Status.
As our Senior Paraplanner, Katrina’s role involves supporting and working very closely with Steve, Gary, Zyg and Sean paraplanning the technical cases we have at the practice. She shares her wealth of knowledge with the whole team and is a great addition to the practice support staff.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.