0151 724 3344

About Us

Catterall Keating Financial Planning Limited is an Independent Financial Advisers’ firm who have been directly authorised by the Financial Conduct Authority (FCA) since 1 October 2014

The company consists of two Directors Karen Catterall and Julia Brown and was incorporated on 24 April 2014

Karen joined the industry on 8 November 1982 and has over 34 years’ experience in the Financial Services industry

Julia joined the industry on 1 July 1992 and has over 24 years’ experience in the Financial Services industry

Karen is responsible for the Compliance and Operations area of the business

Julia is a Chartered Financial Planner

Karen and Julia have worked together since January 2009

At Catterall Keating Financial Planning Limited, we are confident that our expertise will relieve the pressure and help you to start planning a future that is much more financially secure

Our growth and reputation is as a result of recommendations from existing clients who comment on or approach being practical and friendly


Karen Catterall CertPFS

Director of Compliance and Operations




Julia Brown APFS

Chartered Financial Planner




Pat Stanley

Financial Services Administrator