Katharine Ross
Financial Planner & Client Services Manager
Professionally
Katharine has worked in financial services for almost 30 years.
She is one of our Financial Planners and is working towards her chartered status. Her area of expertise is Pensions, but she can help in all areas of Financial Planning.
Helping clients is Katharine’s favourite thing about her job. She loves how hard the whole team work to ensure we get the best outcome for every client and ensure they can enjoy the best life they possibly can.
Personally
Katharine is married and has three children.
She loves British history, especially the royal family, as well as cycling, walking and going away on holiday.
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Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchin SG5 1RT.
We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.
The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.
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Suite B, Gloverside
23-25 Bury Mead Road
Hitchin
Herts
SG5 1RT
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