Katrina Ross

Job Title
Financial Planner
Department
Financial Advisers

Team Mearns since

Chartered Insurance Institute’s Diploma in Financial Planning

Katrina holds the Chartered Insurance Institute’s Diploma in Financial Planning as well as holding the pension transfer specialist qualification, and is currently working towards achieving Chartered status.

Katrina has worked in all client teams across Mearns & Company since 2015, most recently in our technical team working as a Paraplanner, supporting both our Financial Planners and financial planning clients.

Katrina loves to travel and see different parts of the world. She tries to visit at least one new country every year.

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At Mearns & Company we can offer you the opportunity to be part of a strong and talented team, with dedicated client focus.

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