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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)

 

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