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Katie Rosser

Training and Development Manager

Back to the team

Katie joined the company in 2016 as a paraplanner, and brought 16 years of experience gained from working in large national and international financial advice businesses in the South West. As well as her diploma, Katie is also Mortgage and Equity Release qualified and is continuing her study towards the advanced diploma and chartership, firmly believing that the task of learning is never completed.

As Training and Development Manager, Katie draws on her experience as a paraplanner to support the learning and development of advisers and technical support staff, with the overall aim of safeguarding the high quality advice and service that clients can expect to receive.

Katie enjoys chasing after her young son in her spare time and, on the rare occasion that she gets some time to herself, she enjoys appreciating and (trying to) create art, reading, and live music.