Independent Financial Adviser
Tel: 01228 210 137
Mobile: 07872 943 455
Email: [email protected]
Vesta Wealth Limited
Port Road Business Park, Carlisle, Cumbria, CA2 7AF
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