Thank you for visiting my website.
I’m Catriona, an Independent Financial Planner. I work with individuals and their families, professional attorneys, deputies and trustees to deliver financial peace of mind.
I specialise in delivering independent financial planning advice to clients, at a time when decisions made often have a lasting financial impact. I help clients to take control of their finances, giving them peace of mind and confidence that their money will not run out throughout retirement, later life and funding long term care, whilst protecting inheritance for future generations.
As a full member of the Society of Later Life Advisers (SOLLA), and an Accredited Later Life Adviser, I have the skills, experience and qualifications to provide comprehensive financial planning and investment management advice throughout these life stages.
I love my work and I am passionate about individuals receiving good quality financial planning advice and appreciate that it can be daunting going through the maze of options for retirement, later life considerations or planning for long term care needs particularly when so much emotion and decision making is involved.
I am a Trustee for the charity, Carers Support Merton, who provide information and support to carers of persons resident in the London Borough of Merton who are frail or ill or who have a disability or mental health problem. I am also a Trustee for the charity, Selsdon Centre for Retired, who provide daily lunches and activities for the retired community in Selsdon.
I am married with two girls and in my spare time I like to run. I am currently training for the biggest challenge of my life – the London Marathon and raising money for Mind, a fantastic charity who provide advice and support to empower anyone experiencing a mental health problem.