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Based at
Amber River Shipman Wealth
Position
Financial Planner
Serving clients in
Exeter and the Midlands
Catharine Bennett
Financial Planner
Catharine loves explaining things to clients in a way that is personal to them and busts the industry jargon by using simple language that clients will relate to. She's been at the coal face of a small business which grew rapidly, so has a unique level of understanding for clients who are running their own businesses.
Catharine covers all major aspects of financial planning such as Investment Planning, Retirement Planning, Protection and Estate Planning.
Outside of work she loves travelling, running, horse riding and paddleboarding – basically anything that gets her outdoors!
Catharine covers all major aspects of financial planning such as Investment Planning, Retirement Planning, Protection and Estate Planning.
Outside of work she loves travelling, running, horse riding and paddleboarding – basically anything that gets her outdoors!
Expertise in
Talk to Catharine, call Amber River today
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