Our
Team

 

01275 370 670

Katie Wright

Financial Planner

Katie joined Paradigm Norton in 2017, after working for a large investment management firm. Prior to this Katie worked in the banking sector.

“Since joining Paradigm Norton, I’ve had the pleasure of working with different clients from different backgrounds. To me this is the most important part of the job, because people matter and I want to help make a difference.”

She holds numerous qualifications including a degree in Internet Computing, a Diploma in Regulated Financial Planning and currently working towards completing the Advanced Diploma in Financial Planning that will give Katie Chartered Financial Planner status.

Katie works closely with David Burridge to help clients identify their goals and help them plan for their future. She is a people person and feels that by building professional and long-lasting relationships with our clients we can get to the heart of what matters and make a difference.

Outside of work

Katie’s passion is travelling and she has a bucket list that includes many European cities. Amsterdam currently occupies the number one spot of most favourite cities visited. But Katie does not forget her daffodil and leek roots so, when she isn’t visiting a new city, Katie can be found returning home to her beloved Wales.

Speak to a member of our financial planning
team today on Bristol 01275 370 670
or London 020 7269 7960.

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