About Katie Ridland

Katie Ridland

FPFS, Chartered Financial Planner

Katie graduated from Aberdeen University and worked for two years in advertising, before succumbing to her genes and joining Bankers Trust (now State Street).

About

After six years in banking, which included a secondment to New York, she took the opportunity in 2000 to join her father’s practice. In early 2008, Forbes retired and Katie bought his Practice and became a Senior Partner Practice of St. James's Place Wealth Management.

Chartered Financial Planner

Katie Ridland has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).

Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

Accredited Financial Education Specialist

Katie Ridland has been awarded the title Accredited Financial Education Specialist by St. James's Place Wealth Management. This means they can provide high-quality, non-branded money management workshops to young people, and can do so at no cost to the school.

To achieve this, Katie Ridland has completed online modules to support their delivery of financial education (FE) to young people; module topics included effective classroom management, safeguarding, and inclusion. They have also had experience delivering accredited resources to young people and have been professionally assessed as delivering these to a consistently high standard.

Financial education is an area of high importance – from piggy banks to pensions, money is a significant part of everyday life at any age. Research from The Money Advice Service indicates that money saving habits can be set by the age of 71 so, when it comes to learning about finances, it’s crucial to instil good habits as young as possible and not to forget the financial education needs of older students.

Schools and organisations often recognise that they need outside help when it comes to teaching about money, and we feel we can help provide this. Please contact us to find out about our recent experiences delivering Financial Education in the local community.

Katie was involved in Junior Chamber International and her year as President of Edinburgh Junior Chamber of Commerce was rewarded by winning both Best President in Europe and outstanding Local Chamber in the World in 2003. She was president of JCI Scotland in 2005 and in 2006 was elected as International Vice President of the organisation, assigned to the Nordic and Baltic countries. She was also a member of the winning Scottish team in the Jaycees International 2002 World Debating Competition.

Katie is a member of the Merchant company, where she served as an Assistant on Court for three years and chaired the Education Liaison and Enterprise Committee for two years and is a Trustee on The Merchant Company Retirement Benefits Scheme. She was governor of ESMS for 5 years and is President of Edinburgh Rotary this year. She is also Captain of Ward XXIII in the Society of the High Constables of Edinburgh.

In her spare time she enjoys country pursuits and visiting galleries and exhibitions.

1 Habit Formation and Learning in Young Children, research by The Money Advice Service 2013.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Ridland Wealth Management Limited is registered in Scotland, Number SC392605. Registered Office: Melville House, 18-22 Melville Street, Edinburgh, EH3 7NS.