OPTIMAL PLANNING - Key Persons

Catherine Briers - Managing Director

Job Titles:

Managing Director
Trustee
Associate of the Chartered Institute for Securities

Catherine Briers is the Managing Director of Optimal Planning Ltd and has worked in the Financial Services sector for over 20 years as an Independent Financial Adviser and in management roles. She enjoys working with both private clients and trustees to help them achieve their financial goals. Catherine is an Associate of the Chartered Institute for Securities and Investment, and an Associate of the Chartered Insurance Institute. Outside her role at Optimal Planning, Catherine is a Trustee and the Treasurer of the 1010 (City of Salisbury) Squadron Air Cadets. She enjoys trips to the theatre, skiing, quilting and is happy to challenge anyone to a 'name that 80's tune from the intro' competition.