NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.
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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NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.