Katie

Eccles

Give us a brief overview of your Becketts back-story

I first started working at Becketts in January 2025, having first started in the Financial Services in 2015. I have worked my way up from administration and have achieved my Diploma qualification. I am now taking the next step in my professional development by working towards becoming Chartered.

What part do you play at Becketts?

My role is to support Financial Planners by conducting research, analysing data and preparing financial plans, to ensure they can deliver a comprehensive financial planning service to our clients.

What’s the best thing you’ve ever spent your money on?

Probably, a year long trip around Australia and South East Asia. I love travelling and experiencing different cultures and foods, so do it for a full year was wonderful.

Are you a spender or a saver?

I would say a bit of both, I make sure I save for important things like the future, unexpected expenses, or big purchases. But at the same time, I also believe in enjoying life and treating myself or my loved ones when the occasion calls for it.

What are your money weaknesses?

Holidays! I love going on holiday with my family, although we have recently opted for more short haul flights whilst our daughter is young!

Surprise us, something we don’t know about you?

I have been training in Shitoryu Karate for over 20 years, currently ranked Black Belt 3^rd Dan and have competed at a British, European and International level.