Tel: 0141 564 7700
Katie joined Fitzallan in December 2010 and progressed to the Paraplanning team in early 2014. Katie ably assists with our client advisory work and research.
Katie has completed the Chartered Insurance Institute’s Regulated Diploma in Financial Planning and is now working towards the Advanced Diploma. She is a member of the Personal Finance Society.
Outside of the office, Katie enjoys spending time with her husband and son, taking every opportunity to visit Glasgow’s museums and libraries, and going to the theatre as often as possible.