0151 724 3344

Meet the Team

Karen Catterall CertPFS

Karen Catterall CertPFS

Director of Compliance and Operations

Experience & responsibilities

  • Joined the Financial Services industry on 8 November 1982
  • Responsible for the Compliance and Operations area of the business

karen@ckfp.co.uk · 0151 724 3344 · 07788 289 089

Julia Brown APFS

Julia Brown APFS

Chartered Financial Planner

Experience & responsibilities

  • Joined the Financial Services industry on 1 July 1992
  • Chartered Financial Planner
  • Awarded Chartered status by the CII (Chartered Insurance Institute)
  • Pension Specialist

julia@ckfp.co.uk · 0151 724 3344 · 07725 465 020

Pat Stanley

Pat Stanley

Financial Services Administrator

Experience & responsibilities

  • Joined Catterall Keating Financial Planning Limited on 6 October 2015
  • Processes new business applications, generates client valuations and reconciles fees received
  • Highly experienced administrator and report checker
  • Pat has worked with Julia & Karen since 2009

pat@ckfp.co.uk · 0151 724 3344

Robin Dodd DipPFS

Robin Dodd DipPFS

Locum

Experience & responsibilities

  • Robin has been in the Financial Services industry since 1984
  • Pension Transfer Specialist
  • Extensive experience in Occupational Pensions
  • Expert on SIPP & SSAS
  • Worked with Karen since 2001

0151 724 3344