Caitlin Plotz

Client Relationship Manager

020 8543 0111

At work

Caitlin studied financial planning at the University of Johannesburg in South Africa.

Following her studies, Caitlin worked for an independent advisory firm in Johannesburg before moving to the UK with her husband in early 2019.

Her role involves taking care of all elements of the client experience and providing support to the Financial Planners.

At home

In her spare time, Caitlin enjoys scuba dividing (although she can’t indulge her hobby very often since moving to the cold UK!).

She also enjoys going for runs, watching the latest Netflix box set and exploring London with her husband.


  • Traffic
  • Queuing
  • Snakes
  • Liquorice
  • Being bored

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