Catherine Simmonds
CFA, FPFS, MA (Hons), BSc (Hons)
Catherine is committed to building long term, enduring relationships with her clients and taking a sustainable and responsible approach is very important to her. She has over 25 years experience in Financial Services and is proud to be one of the most qualified Financial Advisers in the UK.
After completing her Masters Degree in Banking & Finance Catherine began her financial career managing Japanese equity funds for Legal & General. Having built her experience of markets and investments, and been awarded Chartered Financial Analyst status, she won a place in the St James's Place Financial Adviser Academy in 2012. She subsequently qualified as a Chartered Financial Planner, and in 2022 became a Fellow of the Personal Finance Society. She was recognised by the Women in Financial Advice Awards in 2021 as ‘Retirement Planner of the Year’ for the UK. Catherine holds the CFA certificate for ESG Investing to support her belief in sustainable financial strategies a topic that is close to her heart. Outside of work Catherine and her family manage a smallholding in the Chiltern Hills.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
