Individuals
Meet the team
Katharine Lindley
Hello, I'm Katharine Lindley
Head of Advice & Chartered Financial Planner
Katharine’s areas of expertise are wealth management, retirement planning and pensions, investments, estate planning and tax planning. She is a Chartered Financial Planner, Certified Financial Planner, Taxation Technician Fellow and Chartered Tax Adviser.
Away from the office, Katharine enjoys spending time with family, gardening, theatre and is learning the piano after a 30 year break. Katharine is a charitable trustee of the Association of Taxation Technicians and represents them on technical pension discussions with HMRC and HM Treasury.
Katharine started her career in 1998 in PwC’s financial planning team. She joined EQ Investors from Tilney Bestinvest where she worked closely with investment managers and professional advisers to deliver cohesive financial plans for clients. Katharine’s areas of expertise are wealth management, retirement planning and pensions, investments, estate planning and tax planning. She is a Chartered Financial Planner, Certified Financial Planner, Taxation Technician Fellow and Chartered Tax Adviser. Away from the office, Katharine enjoys spending time with family, gardening, theatre and is learning the piano after a 30 year break. Katharine is a charitable trustee of the Association of Taxation Technicians and represents them on technical pension discussions with HMRC and HM Treasury.
My specialities are...
Get in touch if you want to know more
We are proud of the relationships that we build with our clients. We look after their money as if it was our own.
My latest content and recommended reading
Blog
Autumn Statement round-up
Chancellor seeks to repair UK’s tarnished economic reputation with package of tax rises and spending cuts.
17/11/2022
5 min read
Blog
Mini-Budget: a summary of the key points
Chancellor unveils his plan to kick-start UK economic growth.
23/09/2022
4 min read
Guide
New UK trust registration rules
Under the UK’s anti-money laundering rules, trustees must register certain trusts with HMRC’s Trust Registration Service (TRS).
Guide
Blog
Spring Statement 2022
The Spring Statement and what it means for you at a glance.
23/03/2022
5 min read