Katy is your Client Account Executive and serves as the first point of contact.
Prior to joining the Temple Row Wealth Management team, Katy spent over six years in the real estate industry managing home sales and rental properties. Prior to that she was in event management and even had a stint as a waitress in a cocktail bar.
Katy is driven by a passion for client satisfaction and always aims to go above and beyond to ensure every interaction is meaningful and impactful.
Thriving in our small, family-run team environment, Katy enjoys getting to know clients personally and building meaningful connections that enhance your experience. She wants to know about your expectations and experiences, the most convenient and comfortable way to communicate with you, and how to deliver outcomes that align with your needs and goals.
Outside of work, Katy is a sports enthusiast with a special passion for Netball, which reflects her team-oriented mindset and competitive spirit.
Temple Row Wealth Management Ltd is an Appointed
Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, firm Reference Number 197107. Temple Row Wealth Management Ltd is registered in England & Wales under Companies House number 11969768.