Kathryn Quadling

Technical Paraplanner Manager

Kathryn Quadling

Kathryn… in a nutshell

There’s nothing like a completely blank slate. When we work with new clients, it’s really exciting to see their cashflow come together and understand the opportunities you have to help them achieve their goals. I see a client’s financial position as a puzzle you need to put together.

I love the variance of my role. Day-to-day I might be providing technical support to advisers, researching products, funds and providers, overseeing our Centralised Investment Proposition, training the team and much else besides. 

I set myself a goal of visiting 30 countries by time time I turned 30. I’m glad to report I achieved it. One of my favourite quotes is “you are never too old to set another goal or to dream a new dream” (Les Brown, sometimes attributed to CS Lewis), so maybe there will be more challenges in the future…

My spare time is spent learning DIY on YouTube! My husband and I have recently taken on a house which is a bit of a project, and it’s the best way to learn the stuff we don’t know. Outside of this I enjoy socialising with friends and family, reading and a good crime documentary.

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Qualifications and memberships

  • Diploma in Regulated Financial Planning
  • Certificate in Pension Transfer Advice
  • Award in Long Term Care Insurance
  • Certificate in Discretionary Investment Management
  • Certificate in Mortgage Advice
  • Certificate in Equity Release
  • BScEcon Psychology and Marketing degree (hons)
  • Working towards Chartered Financial Planner status

Get in touch

Everyone’s on a different path. There’s no one-size-fits-all approach.

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