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Catherine Anne McDonald

Advisor and Sales & Compliance Director

Catherine Anne is based in Glasgow/Lanarkshire however she has many clients throughout  Scotland and the UK. Location is not an issue due to advances in technology.  Catherine Anne is Area Manager for the West of Scotland helping to support and mentor her team of advisors.

Catherine Anne has been in financial services for 20+ years working her way up from customer services advisor to coaching to Area Manager both in banking and the insurance industry.

“I can honestly say I love my job” – from supporting her team achieve their goals to supporting her clients achieve their goals.  Every day is a different day, to someone their goal may be buying their first home, to someone else it might be paying off their unsecured debts to free up income.  She is involved throughout the entire process from helping you get the information and documents you need, to working with your solicitor, and getting your keys.

Catherine Anne is a very busy and happy mum to 2 boys. When she finds the time, she loves to spend time in the Highlands to relax or if she has a babysitter herself and her husband love to socialise and attend music events.

☏ 07702 070490