Katie Maslowski
A little about us
Katie has worked in the Financial Services Industry for over 30 years. She worked for many years at Aegon before joining a small Wealth Management Practice where she had various roles. She joined JMA in June 2024 and is enjoying being part of the Private Client Support team, supporting David with all aspects of the annual review and financial planning process for his clients.
Katie is looking forward to continuing her career at JMA and is studying for the Certificate in Paraplanning Qualification.
Qualifications
Chartered Insurance Institute
Financial Planning Certificate (FPC 1 & 2)
What customers say
My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.
Trevor Phillips, Surrey
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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.