Financial Adviser DipFA in Edinburgh
Financial decisions can have a significant impact on your future. I help you make those decisions with greater clarity and confidence. I value taking the time to listen and understand the person behind the numbers, as well as what matters most to you, your goals and your priorities. Whether you're planning for retirement, investing for the future, protecting your family or building long-term wealth, I provide clear, practical advice designed to give you confidence and peace of mind about your financial future.
I bring 20 years of experience in consumer banking, specialising in credit risk management. This has given me a strong analytical approach and the ability to assess complex situations carefully, while explaining financial matters in a clear and practical way.
As a bilingual Financial Adviser, I offer advice in both English and Cantonese. I particularly enjoy supporting members of the Hong Kong community who are building their lives in the UK and navigating a different financial environment.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Edinburgh
Scotland
United Kingdom
Catherine is based in Edinburgh and offers expert financial advice to suit your needs.
Your financial plan is personal to you, and everyone's circumstances, priorities and aspirations are different. I enjoy building long-term relationships with clients and seeing the positive impact that thoughtful financial planning can have on their lives.
Alongside my financial planning work, I volunteer as a Debt Adviser with The Salvation Army, supporting people as they navigate financial difficulties. This experience has reinforced the importance of listening without judgement and providing practical support that reflects each person's circumstances.
Outside of work, I enjoy spending time with my family, hiking, travelling and exploring new places and cultures. I believe these experiences are a reminder that financial planning isn't simply about numbers. It's about creating the confidence and freedom to make the most of life's opportunities.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 05 October 2026.
