Katharine Ross

Client Services Manager

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


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.


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


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.

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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01462 420544

Suite B, Gloverside
23-25 Bury Mead Road

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