Katharine Davis

Leads a team of financial planners in Horsham. Delivers tailored financial advice to high-net-worth individuals and families. Specialises in investment management, tax planning, retirement strategies, and estate planning. Ensures regulatory compliance while growing client portfolios and mentoring team members. Recognised for a client-first approach and consistent portfolio growth.

When applying, highlight your understanding of Consumer Duty and its impact on wealth management. Give clear examples of how you put clients’ interests first, ensure fair outcomes, and communicate financial advice transparently. Show that you stay updated on FCA regulations and can adapt your approach to meet evolving compliance standards.

Wealth Planning Director with over 15 years’ experience advising high-net-worth individuals and families. Expert in financial planning, investment management, tax optimisation, and estate planning. Builds lasting client relationships through tailored advice and a client-first approach. Proven ability to lead teams, grow portfolios, and ensure regulatory compliance.

To succeed as a candidate, show strong knowledge of financial planning and investments, highlight experience with high-net-worth clients, demonstrate attention to detail and regulatory awareness, and share examples of building lasting client relationships. Display confidence with financial software, emphasise teamwork, and show a willingness to learn from experienced leaders. Prepare to discuss handling confidential information, research the Horsham market, and be ready to explain your approach to complex financial scenarios. Present yourself as professional, trustworthy, and proactive.