Katharine Ross

Client Services Manager

katharine@smithandwardle.co.uk

01462 420544

What does financial planning mean to me? It means ensuring you have the best life you can.

Professionally

Katharine has worked in financial services for 25 years.

She has worked in customer services but is now our Client Services Manager. Katharine has qualified as a Paraplanner and is now working towards her Chartered qualification.

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.

In the spotlight

On an ideal weekend, you can find me

Going for a long walk that ends in a country pub with a nice G&T.

My favourite holiday destination is

Anywhere with my family.

My favourite song to play in the car is

Mainly cheesy pop, but I also love a bit of 70s. I think my fave is The Real Thing, ‘You To Me Are Everything’.

The first album I bought was

Living in a Box.

If I could be any fictional character, I would be

Atticus Finch – To Kill a Mockingbird. I love what a great father and role model he is. I also love how he fights so hard to do the right thing

If I could turn any activity into an Olympic sport, I would win a medal in

Friendship. Other than my children, my long-term friendships are my greatest achievement.

When the dessert menu arrives, I’m looking for

Anything chocolate.

The three qualities that draw me to new people are

Friendliness and kindness with a bit of quirkiness thrown in.

My pet peeve is

Rudeness.

The best gift I’ve ever received is

I can’t choose one thing – I am so grateful for everything I have ever been given. Aren’t all gifts fantastic?!

The three people at my dream dinner party would be

Olivia Colman – I love her, and she seems like so much fun. Princess Di and Audrey Hepburn – I would love to know more about the women they were.

The three small things that make my day better are

Helping people, laughter and wine!

Your colleague describes you in three words as

Meticulous, thorough and self-effacing.

Jonathan Smith
Financial Planner

Back To The Team Page

Louise Szombara
Client Services Assistant

Meet our clients

We care about helping our clients improve their lives and celebrate their success when they do. Here are some of their stories.

See all stories

“Helena just makes life easier for us. We don’t have to worry about our day to day spending.”

Warren and Pat

“Knowing that I’ve got someone to rely on is so important.”

Lynn

“They really make you feel as though they have your interests at heart. They’re interested in you as a person.”

Nick

“I feel very lucky to have found a trustworthy financial adviser.”

Lynda

“I’m continuing to enjoy my retirement, and I’m confident that I will for many more years to come!”

Maryann

“Jon gives us the confidence to go in the right direction.”

Neil and Penny

“We are now mindful of our plan... It feels good to be in control.”

Doug and Sue

“I no longer have to worry.”

Eileen

“I trust him implicitly. I’ve never had a complaint from a client about him.”

Dan

“We came to realise that without a financial plan, we’d keep on drifting without any concrete dates, timescales, values or milestones.”

Andrew and Ann-Marie

“He’s always in my corner.”

Joy

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, Hitchen 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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theteam@smithandwardle.co.uk