Meet Katie

Katie joined the A E Thomson team in March 2025. She has worked within financial services since 2007 and brings valuable experience and customer services skills in both a IFA office as well as a global wealth management firm. Katie plays a key role in building and maintaining strong relationships with existing and potential clients providing them with a timely and professional service and helps resolve any issues or queries they may have. She is also involved in working with various projects and initiatives with the Advisers/Directors.