Kathy is based north of Manchester for Rice Whatmough Crozier LLP that became part of One Four Nine Group in October 2021. She holds the PFS Diploma having been awarded first prize by the Insurance Institute for achieving best results in the Advanced Financial Planning Certificate. Also, a qualified Tax Advisor and a member of the Association of Tax Technicians, Kathy’s specialist knowledge includes Investment and Taxation Planning for private clients. She has previously sat on the practitioner’s group at STEP, helping promote and educate STEP members of the importance of benchmarking investment portfolios using the STEP member service, MPI. She also sat on the judging panel for the Portfolio Advisor Wealth Manager Awards.
Kathy has been working in financial services for over 20 years firstly as a consultant with Arthur Andersen and then as a Senior Manager in Deloitte’s private client business.
