Meet the Team

Katherine Scholtz

Job Title

Technical Support Manager

Qualifications

  • Diploma in Personal Financial Planning

Bio

Katherine has over twenty years' experience in the financial services sector, working both for life companies and financial planning firms.

She holds a Diploma in Personal Financial Planning and is working towards obtaining Chartered status. She works very closely with Charles and Andrew to help formulate the advice they provide to clients. Kat carries out background research into the solutions we advise for our clients and is a member of the Bailey Cook Investment Committee.