Opto Financial Solutions

Katie Parker [DipIP PFA]    Wealth Management Consultant

Katie Parker provides an independent wealth management service for private investors and retail businesses throughout London and the south east.

She often works with clients who are facing important decisions in their lives, be it how to go about setting up a home with a partner, starting a family, buying or selling a business, changing career, planning for retirement or indeed actually taking retirement. All these are life decisions which need careful planning and professional advice.

Katie really enjoys working with clients with complex financial situations. Here she feels that she can really add value by helping these clients to make sense of what they have, giving them the insight to implement change which in turn helps clients to gain control of their financial future.

Priding herself on her independent status, she does not act on behalf of any product provider, bank or insurance company. This approach means that clients can be assured that their financial needs are always at the heart of the process

Wealth Management