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Ms Katie Nutting

Chartered Financial Planner APFS
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Medico-Legal Experience

Ms Katie Nutting is a Chartered Financial Planner and member of Resolution. She is a Pension on Divorce Expert (PODE) with Paladin Experts, and produces single joint expert reports.

Beyond reports, she assists solicitors with drafting instructions, retirement age advice, and excluding non-marital pension periods. Ms Nutting also trains solicitors on pensions in divorce and the value of PODEs.

Ms Nutting has experience in cases relating to:

  • Pensions On Divorce

Ms Nutting has a report turnaround time of 4 weeks.

Financial Experience

Ms Nutting brings over 15 years of experience in the financial planning industry, currently serving as the Financial Planning Director at Schroders Personal Wealth since June 2022. Prior to this, Katie held positions at various financial firms, including Obiter Wealth Management and Radcliffe & Newlands, where she provided comprehensive financial advice to clients, covering areas such as budgeting, savings, mortgages, and investment planning.

Earlier in her career, Ms Nutting gained experience in business development at Smartdesk Systems and communication support at IBM during a university placement. She completed her education at Aston University, earning a First Class BSc in Mathematics & Public Policy and Management, focusing on statistical analysis, financial mathematics, and strategic management.

In addition to her professional roles, Ms Nutting is actively involved in professional development and knowledge sharing within the financial planning community. Ms Nutting is part of Resolution’s financial planner group, contributing to best practices in cashflow planning, mediation sessions, and staying updated on changes to state benefits relevant to clients going through separation. She has also passed the core part of Resolution’s accreditation exam for financial planners, a testament to her commitment to working with family lawyers and clients during the separation process.

Furthermore, Ms Nutting has delivered continuing professional development (CPD) sessions to family lawyers, focusing on pension planning and the implications of pension legislation on divorce settlements. She also provides independent financial advice across various areas, including pensions, investments, tax, estate planning, and cash flow modelling.

Her expertise extends to producing income optimisation reports, creating workable budgets for maintenance agreements, and advising on welfare benefits to clients.

Her holistic approach to financial planning aims to help clients achieve their financial goals, whether during or after divorce proceedings.

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