Kathy has wide experience in the financial services industry which spans over 35 years. She has worked for several leading insurance companies, for the compliance firm Sesame and the specialist SIPP and SSAS provider Hornbuckle Mitchell Trustees. She also worked for two IFA firms, before deciding to become an IFA herself.
Prior to becoming a financial adviser Kathy held several managerial roles, she has also worked as a Life Underwriter, a Compliance Officer and a researcher and para-planner, therefore for Kathy moving to an advisory role was a natural progression.
Kathy was attracted to an ethical role as she has a strong belief in ethical values and cares passionately about the environment. She trained as an ethical financial adviser with one of the largest ethical financial planning firms in the UK working with them for over 6 years as a Senior Adviser and Compliance Officer, before setting up Abbott & Booth Ethical Financial Planning.
Kathy holds several advanced pensions qualifications to include the Advanced Pensions G60 qualification and has experience in advising members and trustees of large occupational pension schemes in the public and private sectors. She has recently worked with the NHS Trust in Manchester as part of the PFI process, please see the testimonials page. She has also worked with several solicitors and made presentations to the court on Pension Sharing orders.
She has worked recently with a specialist retirement options firm and has gained valuable experience in arranging Impaired Life and Enhanced annuities for people who suffer with medical conditions, to obtain the best possible annuity for them in retirement.
Nick is a qualified Independent Financial Adviser and has considerable experience in all areas of financial planning. He has worked in the financial services industry as a financial adviser for over 20 years, having worked for several large banks – when they had a worthy reputation – and latterly in the independent sector working for two IFA firms.
Nick worked for 4 years as an ethical financial adviser alongside Kathy for the same ethical financial planning firm and shares her passion for ethical and environmental causes.
During this time he has advised clients on all aspects of ethical financial planning and has first-hand knowledge of some of the more alternative and unusual investments.
Nick has visited the plants of several companies who work in the environmental field providing investment opportunities for private investors, in order to see how they operate and in the main, has been impressed with what he has found.
This area of work is of particular interest to Nick and he will be working with Steve on the research side when new opportunities present themselves. This will enable us to give clients a more in depth picture of the processes and benefits that these new exciting ventures will bring for the environment and as an investment proposition.
Nick also has extensive experience in the mortgage and buy-to-let markets and has specialist knowledge of Corporate Financial Planning, to include Share Protection and Business Protection.
Together Kathy and Nick have more than 15 years’ experience advising clients in the ethical sector and are committed to socially responsible financial planning.