Katie works with medical professionals at all stages of their careers, providing tailored advice on tax planning, business structuring and strategic financial management. With more than nine years of experience, she understands the unique financial considerations doctors face, from navigating training to building a private practice. Her career includes two years as a Commercial CFO for a fast-growing technology start-up, where she developed a strong commercial perspective and expertise in operational strategy, financial systems and business growth. Combined with her professional services background, this enables Katie to deliver advice that is both technically sound and commercially practical. Katie is passionate about helping her clients make confident financial decisions, supporting them to achieve their goals and build long-term financial security.
Katie works with medical professionals at all stages of their careers, providing tailored advice on tax planning, business structuring and strategic financial management. With more than nine years of experience, she understands the unique financial considerations doctors face, from navigating training to building a private practice.
Her career includes two years as a Commercial CFO for a fast-growing technology start-up, where she developed a strong commercial perspective and expertise in operational strategy, financial systems and business growth. Combined with her professional services background, this enables Katie to deliver advice that is both technically sound and commercially practical. Katie is passionate about helping her clients make confident financial decisions, supporting them to achieve their goals and build long-term financial security.