Katie Mansey - Evolution Financial Planning

Katie Mansey

Client Manager
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Katie Mansey

Katie Mansey – Client Manager

I started my career at 18 in the banking industry covering all roles from cashier to Branch Manager at a high street bank. In my free time I enjoy reading and spending time outdoors. I have been working with Evolution financial planning since 2018 and work closely with clients from initial enquiry through to implementation of advice, ensuring the process is managed smoothly from start to finish. Maintaining an ongoing relationship with clients throughout their financial journey.

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Evolution Financial Planning Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetLime Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Evolution Financial Planning Ltd is Registered in England and Wales under reference: 08117933. Registered office address: Unit F23 Innovation Centre Medway, Maidstone Road, Chatham, Kent, ME5 9FD.

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