Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Katherine joined Brooks Financial Planning in January 2019 in the newly created role of Operations Manager. Reporting to Carolyn Amy-Brooks, Katherine has responsibility for the overall management and leadership of the administration team together with writing policies and procedures for the smooth day to day running of the offices.
Katherine spent 25 years working in the city in the financial services sector for investment banks, private client wealth management firms and latterly an investment management company, before moving back to Cornwall with her husband in 2017.
When not in the office Katherine’s interests include sailing, cricket (she is an associate member of the MCC) and golf.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Brooks Financial Planning Ltd is registered in England and Wales, Number 07347011. Registered Office: Arghans House Green Court, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.