Kath Watkins

analyst

professionally

Kath is an analyst and is also responsible in assisting in the training of our new admin staff, as well as providing analyst support for one of our advisors.

On most days, you’ll find Kath involved in preparing client reports, submitting applications, and monitoring ongoing cases.

personally

When Kath isn’t at work, she’s an amazing Mum to her 11-year-old son, and retired greyhound. She also enjoys going for walks and having family days out.

Kath also loves a lazy Sunday, preferably with a glass of gin!

Kath in the spotlight

On an ideal weekend, you can find me:

In the sun, enjoying a long walk with the dog & family

When the dessert menu arrives, I’m looking for:

Something with custard

The three small things that make my day better are:

Sun, gin, and a good night’s sleep

Meet the team

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    Alison Loder

    independent financial advisor

  • VIEW
    Andrew Roberts

    independent financial advisor

  • VIEW
    Andy Bowler

    training and development manager

  • VIEW
    Andy Morris

    independent financial advisor

  • VIEW
    Cameron Cunningham

    Administrator

  • VIEW
    Caroline Bancroft

    finance assistant

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    Ciaran Cunnane

    Administrator

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    Connor Tustain

    Independent Financial Advisor

  • VIEW
    Dave Marler

    Managing Founder

  • VIEW
    Declan Malone

    Corporate Benefits Consultant

  • VIEW
    Ellie Andrews

    analyst

  • VIEW
    Gabrielle Wait

    analyst

  • VIEW
    Georgia Burgess

    compliance manager

  • VIEW
    Baylee Cannon

    Independent Financial Advisor

  • VIEW
    Greig Ross

    independent financial advisor

  • VIEW
    Hayley Smith

    Chief People Officer

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    Hugh Twigg

    Independent Financial Advisor

  • VIEW
    Jade Bates

    analyst

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    Jake Relton

    administrator

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    Jake Crossley

    Administrator

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    James Andrews

    Paraplanner

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    Joe Morris

    Administrator

  • VIEW
    Julian Palmer

    Chartered Financial Planner

  • VIEW
    Karen Thomas

    receptionist

  • VIEW
    Kath Watkins

    analyst

  • VIEW
    Kriss Elsdon

    Chartered Financial Advisor

  • VIEW
    Mike Marler

    Chief Financial Officer

  • VIEW
    Neil O’Connell

    analyst

  • VIEW
    Nikki Charley

    Client Steward

  • VIEW
    Noah Morris

    Analyst

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    Paul Everitt

    Paraplanner

  • VIEW
    Ryan Carter

    Director

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    Scarlett Marler

    Chartered Financial Advisor

  • VIEW
    Simon Hall

    independent financial advisor

  • VIEW
    Stephanie Nisbet

    administrator

  • VIEW
    Surjit Johal

    Analyst

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    Tammy Bloxham

    chief executive officer

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    Tom Batchelor

    Independent Financial Advisor

  • VIEW
    Wayne Collard

    Chartered Financial Planner

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