Catherine Street

Diploma In Financial Planning

My name is Catherine Street. I have spent my whole 30 year career in the financial services industry and have been in a Financial Planning role since 2009. I am Diploma qualified and part way to achieving Chartered Financial Planner status (on hold whilst I have been raising my young children). I enjoy spending time with my friends and family and I love running along the river Thames, just stunning! My biggest achievement aside from my wonderful children is starting up as a Partner Practice of St. James's Place so I can help you get clarity on your future and design your financial plan.

About

Empowering Your Financial Future: A Vision Beyond What You Imagined

At a pivotal moment in your life, when everything feels uncertain, my service steps in to guide you toward a brighter financial future. Here’s how I can help:

  1. Creating a Vision: I’ll work closely with you to craft a personalised vision—one that extends beyond the immediate challenges you face. Together, we’ll explore possibilities you might not have considered, helping you see the potential for a fulfilling life ahead.
  2. Empowering Confidence: Many people underestimate their financial capabilities. My mission is to empower you with knowledge and confidence. You can achieve more than you realise, and I’ll be there to remind you of your strength and resilience.
  3. Building a Solid Plan: We don’t just dream; we take action. I will collaborate with you to build a robust financial plan. Whether it’s securing your children’s education, retiring comfortably, or traveling the world, we’ll map out the steps to help make it happen.
  4. Lifelong Support: Life is dynamic, and so are your circumstances. I commit to being by your side throughout your journey. As your life evolves—whether due to new opportunities, challenges, or unexpected twists—we’ll adapt your financial plan accordingly. Together, let’s create a future you didn’t know was possible.

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.
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Click on the accreditations for more information

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.

Finesse Financial Planning Ltd is registered in England and Wales, Number 1117089. Registered Office: 115 Terrace Road, Walton on Thames, Surrey, KT12 2DU.