Katie Dicken

Advising clients since: 2008

Qualifications: BA (hons.) Cert MP, DipFA

Areas of expertise: Holistic financial planning including protection advice, investment, retirement, estate planning and cash flow modelling

Katie has been an adviser for 14 years advising a wide range of clients from those seeking first time advice to city professionals and business owners. She passionately believes in building long lasting relationships and she is confident this creates the greatest benefit for clients to realise their goals through long term financial planning.

Katie believes in the importance of all aspects of financial planning and will build a financial plan using modelling to incorporate a client’s future goals, aspirations and how this links to current and proposed financial actions. Katie specialises in advice around financial protection, investment planning, retirement planning pre and post retirement as well as estate planning to potentially reduce the implications of inheritance tax.

Katie lives in East London with her young daughter but having grown up in Derbyshire, she likes to visit the countryside whenever she can. She shares a passion for horse riding with her daughter and they ride regularly in Epping Forest, as well as taking their dog on long walks. She also likes to keep active through swimming, hiking and mountain biking as well as taking advantage of London’s world class restaurants and entertainment.

In addition, her other main passion is travel and she likes to combine her love of nature, history and outdoor activities, either in the UK or more tropical destinations. Having recently travelled to parts of Costa Rica, she would like to explore more of Central and South America.