Katie Carr
Office Manager


About Me

One of my favourite things to do at the weekend is gardening – I love it! I really am a home body and I love spending time at home or in my garden. I find it so therapeutic when the garden and house are in order, which can be a challenge with 4 men in the house (including our dog Merlin!). I like to cook, bake and when time permits I love a spot of retail therapy too!

I have two beautiful children, Jack who is 11 and Egan who is 9. With a 20- month age gap between them they are both partners in crime and chalk and cheese. This is both a blessing and a challenge for their dad, Jon-Paul and I. A lot of our spare time is spent being their personal taxi service, as they both take part in a number of clubs: football, karate and swimming.

As busy, working parents we really enjoy spending quality time together. We love going on holiday as this is the main time for us to get away (and switch our phones off!) for some real relaxation. After many package holidays abroad we recently discovered the wonders of France. We all fell in love with this beautiful country and have already planned an extended trip next year, to continue our exploration.

My Work History & Experience

I have worked in Financial Services for 15 years, 14 of which have been in a senior management role. I worked for a large financial services network for twelve years, joining as an accounts assistant. I was then promoted after nine months to a senior management position, responsible for a team of 20.

My Time at Index Wealth Management

I joined Index in May 2013 as Office Manager. My role is to support Noel, Les and Sarah in the day to day management of our business and people. I enjoy all aspects of my role; the responsibility, the people management, the variety and the detailed aspects of being part of a professional team all really motivate me. I enjoy coming to work and treat each day as a fresh challenge. I learn something new each day, whether is it about myself, the business or the industry that we are in. It keeps me focused and driven. I have a strong skill set with excellent organisation, strong commitment, a can do attitude and a keen eye for detail at the top of the list.

I am proud to be part of a professional organisation such as Index, where our clients are at the heart of everything we do and whose needs are always considered holistically.

My professional goal is to continue to expand my knowledge whilst studying to achieve my CIPD in Human Resources and a Chartered Financial planner status.

What I Can Do For You

  • Assist you with using our online systems such as Investment platforms for valuations, secure email / document portal and our website.
  • Ensure our team adhere to your service promise.
  • Organise client events.
  • Ensure our literature is kept simple and is Plain English Council approved.

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered