Katie Burgess

Katie Burgess

Senior Paraplanner
London

I started my career in Financial Services in 2016. I spent my first 6 years working within a small company. Here I progressed through administrative and client relationship roles, to a Senior Paraplanner position, alongside gaining my Diploma in Regulated Financial Planning and starting to work towards Chartered status. Following this, I gained a variety experience through self-employed paraplanning work.

I joined Crowe Financial Planning in 2023, where I am currently working as a Senior Paraplanner and Financial Planning Executive for Nasiba Vaiya, whilst I continue to work towards Chartered status.