Y TREE
- Katie Richards
Katie Richards
Client Adviser at Y TREE
Katie Richards has worked as a Client Adviser at Y TREE since May 2022. Katie is involved in providing financial life intelligence to clients by combining data, experience, and technology.
Prior to their current role, Katie worked at Saunderson House. Katie started at the company in September 2016 as an Associate Financial Planner and then became a Chartered Financial Planner in September 2020. Katie'semployment at Saunderson House ended in May 2022.
Katie Richards completed their education in a chronological order. Katie attended Cranleigh School from 2007 to 2012. Then, they pursued their Bachelor of Science degree in Economics (Hons) at the University of Birmingham from 2013 to 2016. Following that, they enrolled in the Chartered Insurance Institute from 2016 to 2020, focusing on Financial Planning and Services.
Org chart
Timeline
Client Adviser
May, 2022 - present
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