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Catherine Bucki
DipPFS
Private Wealth Director
Catherine is a Level 4 UK qualified Financial Planner, having completed her diploma in Regulated Financial Planning with The Chartered Insurance Institute.
Specialising in managing investments and tax planning for her clients. She is committed to providing personalised solutions and strategies, to build and preserve wealth, that align with her clients personal and financial goals. With a deep understanding of the complexities of cross border financial planning and taxation, she ensures her clients receive comprehensive advice helping them to navigate the challenges of international financial planning with confidence.
Catherine is committed to understanding her clients’ requirements and aspirations on a personal level, while building lasting relationships.
Areas of Expertise
- Retirement Planning
- Pension Planning
- Inheritance Tax Planning
- Succession Planning
- Wealth Management
- Investment Portfolio Management
- International Savings & Investment Options
- Insurance & Family Protection
- Education Fee Advice & Planning
- Cashflow Forecasting & Modelling
- Investment Review
- Private Client Wealth and Estate Planning
Qualifications & Awards
BA Marketing and Public Relations
MSc Financial Management
DELF, Diploma in French Language
CII Level 4 Diploma in Regulated Financial Planning
Regions Covered
- Middle East
- UK
- Europe Excluding UK
- USA
- Canada
- Worldwide
