Katharine Lindley

Katharine Lindley CTA, ATT (Fellow), APFS, CFPᵀᴹ Chartered MCSI is Head of Advice with EQ Investors.

With over 20 years’ experience in financial services, Katharine has worked in large accountancy and pension advisory firms and wealth management businesses. With broad financial expertise, she advises clients on all areas of their financial planning and is a specialist in retirement planning and pensions.

As both Chartered Tax Adviser and Chartered Financial Planner, Katharine believes that a high level of knowledge in both tax and financial planning is essential to help clients achieve their objectives in an effective and tax-efficient manner.

Katharine is a charitable trustee of the Association of Taxation Technicians and represents them on technical pension discussions with HMRC.