0208 166 7217
Based in Greenwich
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Catriona and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Catriona and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Catriona has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Catriona has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Catriona has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Catriona has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Catriona has not yet added their fees to their profile
Fees not yet added
Catriona has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Catriona (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Catriona
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Catriona (based on 9 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Catriona and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Catriona and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Catriona has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Catriona has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Catriona has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Catriona has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Catriona has not yet added their fees to their profile
Fees not yet added
Catriona has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Catriona (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Catriona
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Catriona (based on 9 first impressions)
Some people choose to be a financial adviser because they’re fascinated by finance. I chose to be one because I’m fascinated by people! I believe the key to being a great adviser is the ability to listen and connect with what really matters to each individual. It’s an amazing privilege and responsibility knowing so much about a client’s hopes and fears. Helping them solve a problem or plot a path towards their goals is what makes the job so worthwhile. Before qualifying as an adviser, I spent 20 years in the charity sector, developing fundraising strategies and commercial partnerships. I was lucky enough to work with some fantastic charities including the NSPCC, Comic Relief, Centrepoint and The Dogs Trust. But as I moved up the ladder, it became less about fundraising and more about management. Now, my typical day is packed with conversations with real people dealing with all sorts of concerns – the challenges of running a small business or getting on the housing ladder, the worries of providing for your family or planning for your retirement. I hope my advice and the knowledge and support of the whole Ginkgo team makes a real difference to them. Outside of work, I love learning new skills. I did a degree in Economics and Social Policy in my 30s because I wanted to understand the bigger picture of the world we’re in and how decisions impact on people’s lives. I recently learnt to row with The Curlew Rowing Club in Greenwich and I’m a playing member of Blackheath & Eltham Hockey Club. I enjoy decorating - although I can never decide on colours. And I’m the proud owner of Tommy, a rescue French Bulldog. He’s a bit of a problem child but I love him regardless. PLEASE NOTE: *Our minimum fee for advice is £2,000. Unless you have at least £100,000 for us to manage on your behalf, our service is unlikely to offer you fair value. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 14/01/25
Offers available through VouchedFor
Contact Catriona through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Catriona's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Our minimum fee for advice is £2,000. Unless you have at least £100,000 for us to manage on your behalf, our service is unlikely to offer you fair value.