Katherine Parkes Fpfs Email & Phone Number

Katherine provides Wealth Planning Advice to high net worth private clients, specialising in Entrepreneurs, business exits and divorce settlements. As a Chartered Financial Planner, Katherine stands out due to her broad experience, technical qualification and trustworthiness. Katherine provides honest, tailored and unbiased Financial Advice that is aligned to the client’s personal goals and objectives. Katherine adopts a holistic approach to Wealth Planning and provides individual recommendations in areas such as: Income Strategy and Cash Flow Planning, Pension Planning, Tax Efficient Investment Structuring, Inheritance Tax and Succession Planning. Katherine works proactively together with Investment Managers, Accountants and Solicitors to ensure that the best possible client outcomes are achieved. Katherine is a Chartered Member and Fellow of The Personal Finance Society and Chartered member of the Chartered Insurance Institute.