Meet the Team
Katherine Scholtz
Job Title
Technical Support Manager
Qualifications
- Advanced Diploma in Personal Financial Planning
Bio
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.
