Independent Financial Adviser
Tel: 01228 538 988
InvestAcc Wealth Management Limited
Port Road Business Park, Carlisle, Cumbria, CA2 7AF
Prior to joining InvestAcc, Catherine Aston worked for two large insurance companies in the North of England. Preferring to deal directly with clients, she moved up to Carlisle from Manchester and worked with a local IFA practice to assist them initially with their Auto Enrolment proposition.
Catherine was welcomed to the InvestAcc team in July 2015 and recently achieved her Diploma in Financial Planning. She is a member of the Chartered Insurance Institute (CII) and is looking forward to the challenges and opportunities ahead of her.
She has two dogs which keep her busy, and when not entertaining them she enjoys the gym, socialising with friends and family and a bit of salsa dancing.
Areas of expertise
- Pension and Investments
- Personal and Corporate Protection.
- Retirement Planning.