Financial Planning Consultant in Peebles
Financial planning should help you feel clearer about your choices and more confident about the life you are building. I work with individuals, families and business owners, helping them understand where they are today, explore what may be possible and help them make informed decisions about their future.
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
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
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.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Peebles
EH45 8HS
United Kingdom
Katalin is located in Peebles and offers expert financial advice to suit your needs.
Good financial planning starts with listening. I take the time to understand what matters most to you, what you would like to achieve and any concerns or uncertainties you may have. From there, we can build a practical financial plan around your priorities, whether that means preparing for retirement, investing for the future, protecting your family or business, or planning the legacy you would like to leave.
I have more than 20 years' experience in financial services, with a career spanning financial advice, pension providers and fintech. I have also helped design and develop technology used by financial advisers across the UK. This blend of practical and technical experience helps me make the complex feel simpler, turning financial information into clear, understandable choices and helping you see how the decisions you make today can support the future you want to build.
Cashflow planning is an important part of my approach. It can help bring your financial future to life by showing how different decisions and life events could affect your plans over time. Together, we can explore different scenarios, consider the potential trade-offs and help you make decisions with greater clarity and confidence.
HOW I WORK
When you work with me, you can expect open conversations, straightforward explanations and advice built around you, your goals and the life you want to lead.
1. Initial conversation
A free introductory call where we can talk about your circumstances, priorities and goals. It is also an opportunity to get to know each other and decide whether I am the right adviser for you.
2. Your personalised financial plan
I will develop a plan around your individual goals and priorities, with clear recommendations and, where appropriate, cashflow planning to help you understand how different choices could shape your financial future.
3. Ongoing support
Life changes, and your financial plan may need to change with it. Through regular reviews or occasional guidance, I can help you keep your plans on track and adapt them as your circumstances, priorities and goals evolve.
SERVICES OFFERED
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 09 October 2026.
