Katherine Radford

Technical Team Lead
Nottingham
Katie Radford

Katie is a Technical Team Leader, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries.

Qualifications:

  • Diploma in Regulated Financial Planning
  • Chartered holding the Advanced Diploma in Financial Planning

Memberships:

  • Chartered Institute for Securities and Investment (CISI)
  • The Personal Finance Society (PFS)

 

Latest insights

Tax Return Services
Financial planning
The 2026 Budget – What didn’t change and why that matters…
Pick up where you left off You've read this article
Nick Parkes
By Nick Parkes
9 Nov 2026
26_11_Digital_Article_BeyondBudgetDay_BlogGraphics_1
Financial planning
Beyond Budget Day: Why the cumulative impact of tax changes matters more than any single announcement
Pick up where you left off You've read this article
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Investing
Markets Unwrapped | November 2026
Pick up where you left off You've read this article

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