Katie AnthonyAdviser support

Katie has a conscientious approach and a focus on client care.

  • 25% Socialising with family & friends
  • 15% Holidays
  • 20% Working on home improvements
  • 15% Listening to music
  • 10% Cat lover
  • 15% Trips to the cinema and playing golf


  • Over 18 years' experience in financial services
  • Knowledge & experience across areas of pensions & investments

Most of my career has consisted of working in the Financial Services industry. In 2004 I began working as a junior administrator for an IFA practice in Sheffield where I progressed my career to become a senior member of the team.

When I joined Shorts in December 2022, I was presented with a very warm welcome and immediately felt part of the team.

I really enjoy being part of such an incredible organisation where I get to develop myself personally and professionally on a daily basis. I pride myself on attention to detail and I am committed to my new role where I hope to develop my knowledge further.

The team you can trust

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