Catriona Ffrench

Catriona works directly with individuals, families, and business owners to provide ongoing financial planning and guidance.

She works closely with clients navigating periods of change — including divorce and other major life transitions — helping them think through decisions and move forward with clarity. Whether working through personal shifts or more complex planning needs, Catriona focuses on helping clients make informed decisions and stay grounded as things change.

As part of a multi-generational team, she works with clients over the long term as their lives and priorities evolve.

Catriona is a mother of two who values balance, growth, and connection in her life. She prioritizes spending quality time with her children, staying active, and creating routines that keep life running smoothly.

Naturally curious about people, Catriona is drawn to understanding what drives them, what they value, and how they define success. This perspective influences both her personal and professional life. To her, success is about building a life that feels fulfilling, secure, and aligned with one's values — while having the resources to support it.

Whether she is guiding a client through planning or connecting with family and friends, Catriona focuses on making things better, simpler, and more meaningful.