Home Our team Katherine Radford

Katherine Radford

Technical Team Lead

Nottingham

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

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Financial planning

Pensions and divorce – how retirement savings are affected

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By Nick Parkes

15th April 2026

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Investing

Inside The Markets: Ep1 | The rise of systematic investing

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By Robert Harrison

13th April 2026

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