Meet the team.

Katie Badiani

Compliance Manager

Katie joined us in 2010, after a stint as a paraplanner for two independent financial advisers. She holds a Bachelor’s degree from Sheffield Hallam University in Finance and Financial Management Services. Katie is now qualified to Financial Planning Certificate level, and also holds her Mortgage Advice Qualification (MAQ).

Katie’s been with us for a while and she puts it down to the family feel and a relaxed, approachable atmosphere. Whilst she began in a client-facing role, she’s now found her perfect niche in compliance. Katie’s the one who keeps us all ship-shape and Bristol fashion! The move from client-facing to internal means she has a thorough understanding of the whole picture, understanding complex processes intimately from both a client and business point of view.

In her spare time, Katie loves travelling and spending time with her family.

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