Katie Burgess

Katie Burgess

Associate Consultant
London

I started my career in Financial Services in 2016. I spent my first six 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 an Associate Consultant and Financial Planning Executive for Nasiba Vaiya, whilst I continue to work towards Chartered status. 

Learn more about me

My insights

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Cash management platforms for smarter cash reserves
‘Cash is safe’ is only half the story. We explain cash management platforms, how they work, and key details that make a difference.
woman in meeting smiling
Understanding your pensions
Key differences between workplace, personal, and state pensions to plan your retirement with confidence.
couple in the sun
Using your Pension carry forward allowance
Pension carry forward allows you to increase contributions using unused allowances from the previous three tax years.
plant-growing-from-the-ground
Cash management platforms for smarter cash reserves
‘Cash is safe’ is only half the story. We explain cash management platforms, how they work, and key details that make a difference.
woman in meeting smiling
Understanding your pensions
Key differences between workplace, personal, and state pensions to plan your retirement with confidence.
couple in the sun
Using your Pension carry forward allowance
Pension carry forward allows you to increase contributions using unused allowances from the previous three tax years.

About me