The people behind your investments

Katie Hartley

DipPFS, Cert CII (MP), BA (Hons)
Financial Adviser

My role at St Barts Finance

Since University I’ve always been in a client facing role and since 2020 I’ve been at St Barts Finance. Having known CEO Steve Bartholomew for many years, there’s no where else I’d rather be.

I have two children and find that being a Financial Adviser works perfectly around family life, as I can work flexibly around both my family and the needs of my clients who are often at work during the day. I’m here to make sure we give your finances the best shot at delivering what you need, to make sure you get to live the life you want to both now and in the future. Financial security and wealth in general, isn’t often something that just happens, it’s more likely the result of having a good plan. And I love a plan. Whether that’s for your Mortgage, Protection, Pension or Investments.

When I’m not working you’ll find me on the golf course or on a holiday somewhere!

Getting to know me

What’s something you’re proud of?
Probably my children. However, my 1st Class Honours Degree in Business comes in a close second, it took a lot of hard work and dedication over 4 years!

Who inspires you?
Anyone who puts in the effort and makes the most of what they have at their disposal gets a thumbs up from me.

What talents or hobbies do you have?
I have a golf handicap of 5.6, have played for Somerset and once upon a time got the Silver Medal in the British Universities Championship in Scotland.

What’s your favourite thing to do on the weekends?
Seeing friends, family and ideally planning a holiday somewhere exotic. Plus, a little round of golf of course is an absolute must!

“The St Barts team are fantastic and I couldn’t have done it without them!”

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