Catrin, a fluent Welsh speaker, has worked in the Financial Services sector for over 26 years, and has enjoyed a successful career with both Lloyds Private Banking and HSBC.
She is delighted to bring her wealth of experience and knowledge to Vision Independent Financial Planning, whose values conform with her own core beliefs and standards as an adviser.
Catrin believes that establishing a long term professional relationship with her clients, built around trust and excellent service, is key to understanding all aspects of their individual circumstances and requirements, and helping them to achieve their financial aspirations. She will maintain regular contact with all her clients and will undertake comprehensive financial reviews to ensure that their future financial aims and goals remain on track.
Being able to offer a truly independent financial advice service will provide her clients with a bespoke solution, tailored to her clients’ individual priorities, needs and objectives, advising on all areas of financial planning, such as Investments, pensions, protection and estate planning.
Catrin would welcome the opportunity of meeting you, without any obligation, to discuss your current financial situation and establishing your requirements in more detail.