Katie Rose is a Personal Assistant based in our office Truro, Cornwall

Katie Rose is based in our Truro office and provides administrative support across Worldwide and is the personal assistant to Chris Rowe.

She also chairs our Administration Team Committee and is a member of the Investment and Research Committee and also the Best Practice Committee.

Katie is originally from Essex but moved to Cornwall when she was 13-years-old to be closer to her family. She graduated from Plymouth College of Art in 2013 with a 2:1 Degree in Fashion Design.

She joined the team at Worldwide Financial Planning in September 2013 and since then has been a valued member of our team. She loves working with all of her colleagues, from senior management, to IFAs and her fellow admin team. She greatly admires everyone for their ‘clients come first’ approach to financial planning. She says there is a lot of mutual respect from clients to our financial advisers and vice versa.

Katie, like her admin colleagues, has been instrumental in our corporate social responsibility initiatives from fundraising for the NHS and volunteering at the local foodbank. She says it’s in everyone’s nature at Worldwide Financial Planning to want to help people and feel part of a much wider community.

Katie lives in Padstow with her fiancé Clive and in her spare time she enjoys shopping, going to the cinema, movie nights, spending time with family and friends as well as enjoying the lovely coastal walks and beaches around Cornwall with her two Labradors.

To contact Katie Rose email KRose@wwfp.net