Started with the practice in May 2011
Katie has worked within Financial Services since 2007, working her way up to her current position.
Katie’s day-to-day role within Carl Summers Financial Services involves the case management of Mortgage and Life assurance applications. This includes working with Lenders, Life Offices, underwriters and solicitors; ensuring cases are kept up to date until their completion.
This work involves working closely with the advisors and industry professionals, insuring each case is satisfactory completed.
Away from the office Katie enjoys spending time with her husband, twin girls and Miniature Dachshund Dennis.