Katie Steel Adv Dip MLIBF
Katie Steel Adv Dip MLIBF - Chartered Financial Planner

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M 07825 686433

Katie Steel Adv Dip MLIBF

Specialist Areas:

Pensions and Retirement Planning, Investments, Inheritance Tax and Estate Planning


I am a Chartered Financial Planner with nearly 10 years of industry experience. I joined Radcliffe & Co in 2012 and studied to become a Chartered Financial Planner. I started my career in 2006 working for Halifax South East Property Unit, after which I moved to Skandia which later became Old Mutual Wealth and conducted an array of different roles which built my experience in a number of areas.  .

About Me:

I love socialising and spend a lot of time with my family and friends.  My biggest passion is travel and I have been fortunate enough to visit lots of interesting destinations. In my spare time I try to master the age old balance between eating and exercising!

Little known fact:

I worked on the main stage at a “Vintage at Goodwood” music  festival  putting  together the celebrities riders – there were lots of strange requests and I met lots of musicians including The Feeling, Sophie-Ellis Bextor, The Faces, The Buzzcocks, Sandie Shaw, Aswad, Alvin Stardust, The Noisettes and Earth Wind and Fire