Catrina Ogilvie

Private Client Manager

Catrina joined Blevins Franks in February 2020 after garnering over 30 years in the financial services industry. Moving to France with her family in 2018, she continued her role as an adviser with UK firm Smith & Williamson remotely before joining our team in Niort.

A diploma-qualified financial adviser, Catrina also has European Financial Planner (EFP) certification from the European Financial Planning Association. She is a member of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS).

Based in our Niort office, Catrina provides vital support as Private Client Manager alongside Nicholas Galea. This includes conducting regular reviews with clients in the North West region of France to ensure their tax, investment, pensions and estate planning arrangements remain suitable for their requirements. The team is further supported by our in-house team of technical experts in our Malta and London offices.

Living in Deux- Sèvres enables Catrina to indulge her love of the countryside, cycling and walking. In her free time, she can often be found on a ladder renovating their old farmhouse, gardening or cheering on her son at local football games.

Catrina is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority. Shis a member of the Chartered Insurance Institute (CII)

 

Office/s:  Niort

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