Kathleen Barrie

Kathleen Barrie

Paraplanner
Glasgow office

About me

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.  

Background/Experience

I graduated from Heriot-Watt University with a degree in Mathematics in 2016. Shortly after graduating, I began working in financial services as a trainee wealth management specialist alongside an asset manager based in Edinburgh, where I achieved the Diploma in Regulated Financial Planning. I then joined the team at Investec in Glasgow in 2019.  

My interests

Outside of work I enjoy exploring new places both near and far from home.  

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Kathleen Barrie

I take great pride in the service that we offer to our clients, assisting them in achieving their financial planning objectives at each stage of their life.