FCA Register
Qualifications
CII Level 3 Certificate in Mortgage Advice
Mortgage Advice (CF6)
Financial Services, Regulation and Ethics (R01)
Professionally
At work
Katie is a Mortgage & Protection Adviser at Kind Wealth, known for her warm, reassuring approach and her genuine passion for helping people feel confident about their financial decisions. She supports a wide range of clients—from excited first time buyers to seasoned home movers and landlords—always taking the time to understand what truly matters to them.
With over 10 years in the industry across both administrative and advisory roles, Katie built a strong foundation in client‑focused positions before joining Kind Wealth. She became known for her organisation, attention to detail, and ability to make complex processes feel simple. These experiences shaped her belief that great advice starts with listening. She loves getting to know her clients, understanding their goals, and guiding them through each step with clarity and care.
Katie is committed to making the mortgage and protection journey feel as stress free as possible. She prides herself on offering clear explanations, tailored recommendations, and ongoing support—ensuring clients feel informed, empowered, and never overwhelmed.
Her friendly nature and thoughtful approach make her a natural fit for the Kind Wealth team, where building long lasting, trust based relationships is at the heart of everything we do.
Personally
At home
Outside of work, Katie loves discovering new food spots, getting outdoors with her dogs, and catching live music & DJ’s whenever she can. She’s always planning her next trip and enjoys exploring new places both in the UK and abroad. Home life is all about good food, good company, and making the most of every adventure.
Get to know Katie
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Kind Wealth
Adds value
When deciding the fees we charge for advice we want to be sure you receive value for money and that the solutions we recommend are likely to deliver your objectives.
