Introducing Kat!
Introducing Katrania Lowers! Kat joined us as a paraplanner in 2021 and has since progressed to becoming a CISI Chartered Financial Planner. Her career in financial services began straight after school, knowing university was not the right path for her, she chose an administration apprenticeship and has never looked back.
Kat is a hugely valued member of our team and regularly goes above and beyond her role. Alongside her core financial planning duties, she is committed to helping others progress and excel, actively supporting junior advisers while also managing and overseeing our marketing activity.
Clients love working with Kat because she simply gets the job done. She is efficient, reliable and always there to help when needed. In the office, we feel incredibly lucky to have her vibrant, fun energy around us – and even luckier to work with someone who combines such great personality with exceptional skill in her role.
Throughout her career, Kat has continually sought opportunities to develop herself and progress. In recent years, she has also dedicated her time to sharing her knowledge beyond corporate settings. This summer, Kat officially became a published author with the release of her financial planning journal, The Rich Formula – a trusted guide designed to help people take control of their finances and understand their money.
Her ambitions don’t stop there. Later this autumn, she will launch her new financial education platform, MoneyKats. She created the brand because she believes financial education should be accessible to everyone, including those who don’t have access to a financial planner. MoneyKats will offer trusted guidance at every stage of life, whether you’re still at school, starting your career or approaching retirement. It aims to help people understand everything from their payslip to retirement and estate planning options, giving them greater confidence in managing their finances.
Outside of work, Kat is often busy creating content for MoneyKats, but she still makes time for the things she enjoys most, including holidays with friends and family, looking after her cavapoo, Nyla, and, of course, enjoying a cocktail.
Colmore Partners is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.
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