Katen Salwan
ACSI
I have over a decade of experience helping clients navigate financial decisions and build lasting relationships. As a Financial Adviser, I focus on turning complexity and hesitation into confident action, keeping my clients’ goals on track.
About
I work with a wide range of clients, from busy professionals who don’t always have the time to stay on top of their finances, to those approaching or already in retirement, as well as individuals who want reassurance that their money is in the right place and being managed in a tax-efficient way. Many of the people I work with have clear goals they want to achieve, whether that’s planning for school fees, funding a passion project, or simply creating the option to retire earlier.
I’ve been advising clients providing structured, ongoing financial advice tailored to each client’s circumstances and priorities. Looking ahead, my focus is on continuing to build long-term relationships and helping clients make informed, confident decisions that keep their plans on track as their lives, goals, and tax position evolve over time.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
