Catherine Glennon

How do you describe what you do?

Skilled over many years in developing financial strategies designed for wealth accumulation, preservation and decumulation for clients at all stages of their lifetime journey.

What's next for you professionally?

Continuing to work with clients, and alongside other professionals, with their financial planning, continuing to specialize in the Divorce and Court of Protection & Personal Injury specialisms.

How did you start off in your career?

Working as a Financial Planner, selling lifetime financial plans to professionals, often at the start of their careers and lifetime journeys.

What's your area of expertise?

Skilled over many years in developing financial strategies designed for wealth accumulation, preservation and decumulation for clients at all stages of their lifetime journey. Specialising in Divorce & Court of Protection & Personal Injury specialisms

What's your favourite thing about your role?

I enjoy enabling people to achieve their lifetime goals and objectives, supporting families and also adapting when things change or go wrong, to make sure the best outcome can always be achieved. I love to think out of the box with my clients.

When you're not at work, what's your favourite thing to do?

Spending time with my family and our Dalmatian, visiting forests and parks across the country and enjoying all things outdoors and nature related/

What qualifications and memberships do you have?

• BSc (Hons)
• APFS
• STEP Affiliate
• Member of Resolution and the Cambridge and West Suffolk Resolution Committee.
• Member of STEP (Society of Trust and Estate Practitioners)