After gaining a first Class Honours Degree in Modern Languages and a Post-Graduate Diploma in Marketing, Kathy spent the first 15 years of her career managing big brands for blue chip companies. Then in 2011, after the birth of her second daughter, she joined husband Justin to develop their retirement planning practice, MFP Wealth Management. Kathy created and implemented the firm’s Operations Management System, leading to MFP being the first firm in the UK accredited to the new British Standard in Financial Planning, BS8577, and has helped put financial life planning at the heart of MFP. In 2018 Kathy completed the EVOKE Life Planning Training and earned the Registered Life Planner (RLP) designation in 2019. She delivers life planning to her own clients as part of her own life plan.
Kathy is an assistant trainer on the Mentorship programme in the UK.