Senior Partner Practice of St. James's Place Wealth Management
Catherine started her career in financial services based in Germany in 1996, helping soldiers and their families with their financial planning.
Having worked in a number of financial organisations Catherine accepted an invitation to join St. James’s Place Wealth Management in 2012.
Becoming part of the St. James’s Place Partnership enabled Catherine to run her own company, delivering quality client service alongside a high moral and ethical ethos, which to this day remains so important to her.
In April 2020 Catherine chose to merge her own successful business (CBR Wealth Management) with Navigation Wealth Management, allowing her to spend more time doing the job she enjoys most, spending time with clients focusing on their needs.
Catherine holds the Chartered Financial Planner qualification, this is an advanced qualification that represents the pinnacle of her profession, she is keen to enhance her depth of practical knowledge in the Financial Services industry and is now embarking on attaining the Fellowship qualification. Fellowship status represents one of the highest qualifications attainable within the Financial Services industry.
Catherine is very proud to hold an additional accreditation which is the 'Society of Later Life Adviser' (SOLLA). This qualification allows Catherine to provide advice to clients, often via their attorneys, who are sometimes vulnerable due to them being in the later stages of their lives or through illness.
Clients that require Long Term Care fee planning traditionally have complex needs, Catherine is able to provide this level of expertise whilst demonstrating empathy and understanding of the family’s emotional and financial position.
Catherine’s focus has and continues to be developing long term relationships with clients and their families, this is to help them secure their financial futures and arrange estate planning requirements.
Outside of her working life, Catherine loves the outdoors, walking her Hungarian Vizsla dog Buster and skiing holidays with her husband Scott and teenage children Emily and Harvey.
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 11953339. Registered Office: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH, United Kingdom.