Kathleen Barrie Glasgow office
Kathleen Barrie

Kathleen Barrie

Paraplanner

Glasgow

+44 (0) 141 333 9323

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

Contact me via the form above to learn more about...

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.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

I'm also an expert in...

Where to find the best coffee (or cocktail!) in Glasgow.
Biking on the hills

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.

Kathleen Barrie