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Katrina Metcalfe
With 20 years in the financial industry, I’ve honed my skills in client relationships and business development. I thrive on supporting advisers and always being that friendly first point of contact for clients.
What drives me?
I believe in creating a positive work environment where collaboration flourishes, and I genuinely enjoy being part of a team that puts clients first and foremost to ensure we deliver exceptional service.
Outside of work, I’m married to Nathan and we have a young son, so the majority of my time is spent making family memories together with our dog, Biscoff.
How I can help you
- I ensure client annual review meetings are set up and scheduled with advisers.
- I keep clients updated on any transactional business, working with their adviser.
- I proactively call clients to check if there's anything they need.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.