Katie joined us late in 2019 as a trainee paraplanner and has significant experience in financial services. Initially working in insurance, she moved into the area of financial advice in 2015 and became a Practice Manager for a small firm based in London.
“Katie has a natural exuberance which has brought a new level of liveliness to the team. She is ambitious, brings a strong focus to the tasks in hand and has already built up a great deal of trust and confidence with her colleagues.”
“Everyone at Logic is really friendly and I really like the view and culture of the business. I’m looking forward to being a part of the client’s financial journey & mucking in to help the team here. I hope I can bring some more ideas & Logic to the table.”