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Katie Jackson
Katie Jackson
About
Katie is an Associate Financial Adviser at The Private Office located in London, but also covering areas across the South East such as Surrey, Maidstone and Royal Tunbridge Wells. As a Fellow of the Personal Finance Society, Katie supports clients with defining their goals and objectives through detailed cash flow planning, which forms the foundation for future advice. Katie believes that having a clear, robust financial plan allows clients to make significant life decisions with confidence.
Katie’s expertise includes pension planning, tax-efficient savings strategies, retirement drawdown strategies, investment solutions for high-net-worth individuals and estate planning, for clients across London and the South East.
Katie has over 23 years’ experience in the financial services industry, including a strong technical background gained through her earlier career as a Paraplanner. Over her time at TPO she has been shortlisted for multiple awards, including Role Model of the Year and Most Inspiring Returner at the Women in Financial Advice Awards. She has worked with a wide range of clients, from those seeking early retirement to families looking to pass on wealth efficiently.
Katie grew up by the coast and still has a hankering for the sea, escaping there whenever she can. Although for now she enjoys living close to the City and the cultural opportunities that it provides for her and her family.
In her 20s and 30s, she spent a lot of time volunteering with a wide range of charities, including supporting people through The Samaritans, acting as Vice Chair for Project Volunteer, and mentoring young people through Friendship Works. She also participated in numerous fundraising events, including running the London Marathon, walking 100km from London to Brighton, and running every day for 365 days straight. Katie is part of the Diversity, Equity, Inclusion and Accessibility (DEIA) team at TPO, helping to improve diversity and inclusion within the business and the wider industry.
Her time outside of work is currently very much dedicated to raising her two daughters - a life that is both hectic and wonderful.
Areas Of Expertise
- Pensions
- Cash management
- Estate planning
- Investing
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Certificate in Long Term Care Insurance
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Katie works from our office in central London and has clients in areas such as:
Kirsty Stone locations
Kirsty Stone map
- Horsham
- Watlington
- Teddington
- Croydon
- Bedford
- Brighton
- Beckenham
- Wallingford
- Evesham
- Maidenhead
- New Malden
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Katie's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Katie is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Fellow of the Personal Finance Society since 2011
- Extensive technical experience from 17 years in paraplanning roles
- Four-time finalist at the Women in Financial Advice Awards
Awards
Finalist for ‘Role Model of the Year (medium firms between 50 and 250 employees)’ at the Women in Financial Advice Awards 2025
Finalist for ‘Most Inspiring Returner’ at the Women in Financial Advice Awards 2024
Finalist for ‘Role Model of the Year (small to medium firms)’ at the Women in Financial Advice Awards 2023
Finalist for ‘Woman of the Year Paraplanning’ at the Women in Financial Advice Awards 2021
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.