Primus Financial Solutions
5 Holton Park
Hadleigh Road
Holton St Mary
Colchester
CO7 6NN
01473 828456
David Catchpole – Primus Financial Solutions
David, together with his team at Primus Financial Solutions, promotes the development of long term, trusted relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers.
David Catchpole has over 30 years’ experience in Financial Services and has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.
It also involves a commitment to continuing professional development and adherence to an industry standard code of ethics.
David is a keen spectator of most sports and enjoys fishing and golf. He has been a member of Tendring Friends in Business (TFIB) for over 15 years, and in that time has made lasting friendships within the group and has both introduced, and been referred to, many new clients. Having a wealth of knowledge from trusted individuals at your fingertips is his biggest attraction to being a member of the group.
Primus Financial Solutions is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
Primus Financial Solutions is a trading name of Primus Financial Solutions (East Anglia) Ltd.
Primus Financial Solutions
5 Holton Park
Hadleigh Road
Holton St Mary
Colchester
CO7 6NN
01473 828456
07875 546680
SJP APProved xx/xx/xxxx
Katie joined David at Primus Financial Solutions at the end of 2019, having previously worked as a successful mortgage advisor with Halifax for 6 years.
Katie’s area of expertise at Primus is Mortgages.
Whether you have a mortgage already, a landlord or are a first time buyer looking into buying your first home, Katie is able to assist and guide you through the whole process and help keep it hassle free for yourself. Katie has the ability to help her clients by being able to access a wide range of lenders who offer first charge mortgages from across the market place to meet different personal circumstances.
Katie is also qualified to advise on mortgages in Retirement such as Equity Release.
With a young family, Katie has found the flexible working hours beneficial to her and her clients, as she juggles work with home life and her children.
Katie enjoys spending time with her husband, 2 children and family dog. They enjoy walking together, swimming and making memories as a family.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release is a Lifetime Mortgage, to understand the features and risks please ask for a personalised illustration.
Primus Financial Solutions is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
Primus Financial Solutions is a trading name of Primus Financial Solutions (East Anglia) Ltd.
