I absolutely love my job. I joined Lester Brunt in 2018, after 13 years as a Financial Planning Manager in a bank, (and a brief stint as an air hostess) and I couldn’t be happier! I love how I get to meet lots of different people and help them allay their fears and worries about finance.
I'm so passionate about people, especially helping people with their money. Working with clients gives me huge satisfaction. Even if it's just helping someone with a question, and they get the answer. It's not about managing money, it's about helping people to understand what their future might look like. I am a holistic adviser which means I cover all aspects of financial planning, but if I had to choose a favourite product to work on, I am passionate about helping clients with their pensions. I love a pension because they're so versatile and I think a lot of clients are scared of them. So I like the fact that I can put their mind at ease about what their pension can and can't do for them, what direction it can go in and how they can achieve what they'd like to achieve in their future.
When I’m not working, I can be found out and about with my family. As an ex-travel agent, I do love a family holiday! Whether that’s Centerparcs, Legoland or Disney World we all look forward to spending time together. Helping answer questions and building futures is what it’s all about. My days are very busy, balancing mum-life around zoom calls, school drop-offs, exam prep, client meetings, and taking the kids to football practise, swimming lessons or ballet rehearsals. Luckily, I can’t wait to wake up in the morning and do it all over again!
Catherine is professional and friendly and gives you confidence to trust her.
Catherine is the consummate professional. She allows you to take time, never pressures and is ready to answer any questions without making you feel like an idiot! I would recommend Catherine without hesitation, having known her for the last few years. We thought about our investment for quite sometime and throughout, Catherine was patient and kind continuing to answer questions and allay our fears.
Thank you for taking the trouble to come and see us. It’s so good to have someone looking after the finances whom you can trust and more importantly know what they are talking about and impart it to you. Keep up the good work and see you next year