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Katie Santy

Photo of Katie Santy

Senior Wealth Planner

As a Senior Wealth Planner I believe that it is integral that I work closely with my clients to understand their situation, needs and objectives over the short and long term. This understanding assists me in generating an effective financial plan which will allow them to satisfy their ongoing objectives. I provide comprehensive planning solutions, with particular focus on advisory/discretionary investment services and financial planning with private clients, trusts and some charities.

I am a qualified Fellow of the Chartered Insurance Institute and since graduating from Imperial College London, I have enjoyed working in the financial services industry for 14 years across various disciplines.

Location: London

A bit about me:

I have a love for the outdoors and enjoy days out with the family. I enjoy socialising and a good chat.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do is having a positive and approachable attitude to my work with a focus on achieving the best possible outcomes for my clients.


View Katie Santy's profile on LinkedIn

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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.