Catherine Mahay

Client Support

Catherine Mahay

Catherine is based in Preston for Charter Financial Planning, that became part of One Four Nine Group in October 2021. With a wealth of experience in financial services, Catherine started as a Customer Service Assistant and ultimately went on to become a Registered Mortgage Adviser. Most recently, she has been responsible for rebalancing client portfolios mainly in relation to ISAs and pensions at Charter.

Outside of work, Catherine likes to spend all of her time with family and friends and baking. She is also actively involved in Girlguiding as a Brownie Leader or “Tawny Owl”.

Back to our team.

We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients

Latest News

One_Four_Nine_Wealth-Web-Banner-May-Jun_2024

One Four Nine Wealth Magazine – Issue 11

May 21, 2024

The eleventh issue, May/June, of One Four Nine Wealth magazine

Read more about One Four Nine Wealth Magazine – Issue 11
Issue 22_OFNPM_Portfolio-Review_Q1-2024

Portfolio Review – Q1 2024

April 25, 2024

Chief Investment Officer's comments on global markets alongside a fund comparison

Read more about Portfolio Review – Q1 2024
One_Four_Nine_Wealth-Guide-to-making-Will

Guide to making a Will

April 12, 2024

A four page guide from One Four Nine Wealth

Read more about Guide to making a Will