Kathleen Morey

Kathleen is a Client Manager based in our London office, where she joined in October 2024. She is a highly professional client relationship and pensions manager with broad international experience, particularly in insurance, pensions, and trustee support.

Kathleen has led numerous high-priority projects to establish and manage cost-effective, respected pension and benefits arrangements. Known for her strong customer service focus and commercial acumen, she has a proven track record in relationship-building and possesses multi-sector experience, having worked both in-house in the insurance sector and as a consultant. Professionally, Kathleen excels in her role by staying focused and motivated, always working towards clear goals. She possesses a remarkable ability to adapt and learn quickly in various environments.

 In her free time, Kathleen is Vice Chair and Finance Governor for a primary school, serves as Welfare Officer for Basildon & Phoenix Swim Club, and is a Swim England Official. She is also an avid skier, a kickboxer, and holds a 2nd Kyu brown belt in Goju-Ryu Karate. She also enjoys supporting her daughter, a competitive sports athlete and swimmer.