Hi my name is Katie, and I am an IFA Administrator here at YorWealth. I moved to York from Ireland in 2025 and joined the team in January 2026. It’s very exciting to be part of such a friendly and supportive firm.
In my day‑to‑day role, I help to keep things to run smoothly in the background, making sure the team has everything they need to focus on clients. I manage a variety of administrative responsibilities, including preparing key documents, coordinating updates, and following up with providers to keep everything moving.
I really enjoy bringing structure and clarity to the work behind the scenes, and I love being part of a team that’s so committed to supporting clients with care and professionalism. I’m also excited to continue developing my career in financial planning as I grow within the firm.
In my down time I like to bring my miniature dachshund Cooper on forest walks.