Meet Catherine Briers, Ellevate Networking Mentor

Catherine Briers - Networking mentor for Ellevate Networking members My name is Catherine Briers and I am the Managing Director of Optimal Planning Ltd.

We offer Independent Financial Advice. Creating implementing plans for Wealth Management are the core of our work. We also have a specialised knowledge in Divorce work and Care Fees Planning.

I have worked in the Financial Services sector for 14 years as an Independent Financial Adviser and in management roles and have supervised the work of other advisers and provided training on the syllabus of several Advanced Qualifications. I launched Optimal Planning Ltd to offer an alternative compared to the transactional, commission-based advice model used by other IFA firms.

I enjoy working with both private and commercial clients to help them achieve their financial goals.

Professional Qualifications
I am an Associate of the Institute of Financial Planning, the professional body for Independent Financial Planners and hold the following financial qualifications:

Chartered Financial Planner
Certified Financial Planner
Associate of the Institute of Financial Planning
Advanced Financial Planning Certificate
AFPC G10 Taxation & Trusts
AFPC G20 Personal Investment Planning
AFPC G60 Pensions
AFPC G70 Investment Portfolio Management
AFPC K10 Retirement Options
AFPC K20 Pension Investment Options
AFPC H15 Supervision & Sales Management
CF8 Long Term Care Insurance
ER1 Equity Release
CeMAP Certificate in Mortgage Advice & Practice
Financial Planning Certificate (Papers 1,2 & 3)

Catherine Briers
Optimal Planning Limited - Independent Financial Advice
Tel: 01722 711 488
www.optimalplanning.co.uk