Catherine Simmonds is a Chartered Financial Analyst. The Chartered Financial Analyst (CFA) designation, awarded by the CFA Institute, is one of the highest distinctions in the investment management profession. It is a globally recognised credential and CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.
Catherine Simmonds has been awarded the prestigious Chartered Financial Planner designation. Her Chartered status is a symbol of her commitment to professional standards and a confirmation that she is at the forefront of her profession. This is the industry's gold standard for firms of financial planners. The strict qualifying criteria recognises that Catherine places client centricity and trust at the heart of everything she does whilst demonstrating a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
Fellowship of the Personal Finance Society is the most prestigious level of professional achievement for a financial adviser. Catherine’s Fellowship of the Personal Finance Society (PFS) acknowledges her existing knowledge, gained through study and industry experience over many years, and confirms her commitment to continuing to develop her specialist financial planning skills.
Protecting the world around us and the communities we live in lies at the heart of Mentmore Financial Planning.
In 2021 Catherine was awarded the CFA Institute’s Certificate in ESG Investing, an approach which involves the consideration of environmental, social and governance factors alongside financial factors. The Certificate in ESG Investing is recognised by the UN Principles for Responsible Investment (PRI).
The Women in Financial Advice Awards, run by Professional Adviser magazine are designed to celebrate and recognise the achievements of women working within financial advice in the UK. From over 2,200 nominations, winners were selected by a 33-strong panel from across the industry, taking into account factors such as an individual’s achievements in the workplace, challenges faced and evidence of contributions to support and inspire women.
Catherine Simmonds has featured consistently in The Times Top Rated Adviser Guide. The Top Rated Adviser Guide aims shines a spotlight on those advisers and firms who are consistently doing a great job for their clients - as decided by their clients.