Katie Nutting Apfs

Katie Nutting APFS has worked in the financial planning industry for over 15 years. Katie currently holds the position of Financial Planning Director at Schroders Personal Wealth since June 2022. Prior to this, they worked at Obiter Wealth Management as a Financial Planning Consultant from January 2019 to September 2020.

Katie also has experience as a Financial Planner at Radcliffe & Newlands from May 2015 to January 2019, where they assisted clients in budgeting, saving, and obtaining appropriate mortgages. Before that, they worked as a Financial Planning Consultant at Cumberland Place from March 2013 to May 2015, where they provided advice on pension, tax, estate, and investment planning to clients with investable assets above £100,000.

Earlier in their career, Katie held the role of Financial Planner at Bluefin Personal Consultants from October 2011 to March 2013, gaining extensive experience in business protection, pension planning, and investment advice. Katie started their career as an Assistant Financial Planner at Saunderson House Ltd from March 2010 to October 2011, where they were responsible for writing client reports and answering client queries.

Katie's career also includes a role as a Business Development Executive at Smartdesk Systems from June 2009 to March 2010, where they generated new business and provided solutions for employee and stakeholder engagement using telephone technology. Katie completed a year-long university placement at IBM in the Strategic Outsourcing department from June 2007 to September 2008, where they liaised with private and public sector companies and provided communication support for senior executives.

Overall, Katie Nutting APFS has a diverse background in financial planning and has worked with a wide range of clients, from individuals to corporates, providing holistic financial advice and helping clients achieve their financial goals.

Katie Nutting APFS completed their education at Aston University from 2005 to 2009, where they earned a First Class Bsc in Mathematics & Public Policy and Management. Katie'sstudies focused on statistical analysis, financial mathematics, NHS and public health, and strategic management. Prior to Aston University, Katie attended Cheslyn Hay High School.