WHO WE ARE

Kathryne (Kat) Morris

Client Relationship Officer

Kat joined Portfolio in July 2010, having started her career with Legal & General as a Team Manager, then went onto work for Lloyds TSB/HBOS and subsequently working as an Operations Co-ordinator in an IFA practice.

Kat provides support to all our advisers, to ensure that all work is undertaken in a compliant and consistent manner, and all within agreed timescales. She is the liaison between clients and the advisers and is key to the delivery of our Client Proposition.

Kat is a qualified Sports Therapist Practitioner, and otherwise enjoys travelling and socialising with her young family.