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Catherine Lake

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Head of Paraplanning

Catherine has worked in technical roles within financial services since 2013, having built up previous experience in the charity and education sectors. She has a Master's degree in International Development. Catherine achieved her Chartered Financial Planner qualification in 2019, and shortly after moved into her current role as Head of Paraplanning. As part of this role, Catherine strives to guide our technical team in delivering the best outcomes for clients so that they can achieve their financial goals and get what they want out of their lives. 


Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.