Katy Calvert
Wealth Planner
Based in Harrogate & Leeds
APFS
Katy is a Chartered Wealth Planner based in West Yorkshire. Having worked in the financial services for over 15 years, she joined Succession in December 2023. Katy specialises in holistic financial planning and takes pride in building long lasting relationships with her clients and their families.
"Outside of work I enjoy spending time outdoors and keeping fit. I enjoy hiking and running, with holidays in Scotland to bag Munros."
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