Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.

Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu
UK

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.

Contact:

View Katie Santy's profile on LinkedIn

Need more help?

Whatever your needs, we can help by putting you in contact with the best expert to suit you.

Let us contact you

Let us contact you

If you're unsure which of our teams to contact, let us help you. We can put you in touch with one of our experts who will discuss your wealth management needs with you.

Find out more

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.