Vesta Wealth

Catherine Daniell
Independent Financial Adviser

Tel: 01228 210 137
Mobile: 07872 943 455
Email: [email protected]

Based at:
Vesta Wealth Limited
Minerva House
Port Road Business Park, Carlisle, Cumbria, CA2 7AF

Overview

Catherine was welcomed to the Vesta Wealth team in 2015 and has achieved her Diploma in Financial Planning. She is a member of the Chartered Insurance Institute (CII).

Prior to joining Vesta Wealth, Catherine worked for two large insurance companies in the North of England. Preferring to deal directly with clients, she moved up to Carlisle from Manchester and worked with a local IFA practice to assist them initially with their auto enrolment proposition.

She has two dogs which keep her busy, and when not entertaining them she enjoys the gym, socialising with friends and family and a bit of salsa dancing.

Areas of expertise

  • Retirement Planning
  • Savings & Investments
  • Personal and Corporate Protection
  • Financial Planning for individuals, businesses and trustees

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Nick Gardner
Managing Director

01228 210 137
07801 793 040
[email protected]

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Julia Barnes
Director

01228 210 137

[email protected]

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Gary Mirfin
Director

01642 917 106
07831 653 530
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