Our team
Caz Reid-Watts, DipPFS
ParaplannerCaz would describe her personal values as happiness and kindness, and she tries to live her life around these principles – whether that means being kind to the planet, helping people or sending round a “Happy Friday” email each week to put a smile on colleagues faces. Having worked in financial services for over 15 years, Caz is a qualified member of the CII and considers herself to be a ‘career Paraplanner’ – loving the technical aspects of the job and seeing how a client’s plan comes together to achieve their financial objectives. Caz was drawn to Path as she believes that being involved in positive investment choices, that can benefit the earth, is a positive model to set for her two children.
Being a strong believer in giving back to a community which came together so well during the Covid lockdowns, Caz volunteers as treasurer for the local primary school’s PTA. She loves being creative and, when not working, can usually be found behind a sewing machine, painting, creating models or embarking on the latest outlandish decorating project in the house. Caz also enjoys camping and is happiest packing up the car with a vague idea of a destination, trying to fit in as many countries as possible on the way!
Email:caz.reid-watts@thepath.co.uk
Telephone:03330 503 300, ext. 823
Articles by Caz Reid-Watts
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RISK WARNING
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.