Meet the Team

Katherine Scholtz

Job Title

Technical Support Manager


  • Advanced Diploma in Personal Financial Planning


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

She has recently obtained Chartered status and 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.