Katie Hoban

Katie joined the family business in 2023, having previously spent time at St. James’ Place and Rathbones. Katie has a strong work ethic and always has her clients best interests at heart. She is passionate about helping clients achieve their goals and prioritises building long term relationships.

Katie is a Chartered Financial Planner and enjoys the technical element of her role, whilst valuing the significance of true holistic financial planning.

Outside of work, Katie enjoys socialising with her friends, spending time with her goldendoodle, Willow, and keeping fit. She has a passion for good food (particularly Biscoff spread!) and enjoys trying out new restaurants and cuisines with her partner Jake.