Who we are

Cathi is Apricity’s Founder and Director.

Cathi started the business after hearing the same frustrations from clients and colleagues about their existing compliance support.  She is also Owner & Director of The Verve Group, which includes Apricity’s sister company, Para-Sols.

Cathi has been in financial services since leaving university and holds both chartered and certified financial planner status, and is a fellow of the Personal Finance Society.

As well as holding Fellowship status with the PFS, Cathi also has Pension Specialist and Supervisor qualifications.

3 Likes

1. Puns
2. Sunshine
3. Gigs

3 Dislikes

1. Come on Eileen
2. Not being right 100% of the time
3. Ironing

Natalie is our Strategic Marketing & Engagement Manager.

Natalie is in charge of our internal values and staff engagement, as well as developing and promoting Apricity.

She has a creative background in marketing and communications, culture change and generally, all things engagement. She oversees the strategic-level marketing and client engagement but the core of her role lies in managing change as we grow and expand, ensuring we stay true to our vision. This includes coaching our staff to identify their learning and development needs and our internal leadership development programme.

3 Likes

1. Losing myself in a good book
2. Fresh air, regardless of the weather
3. My bed

3 Dislikes

1. Negativity
2. Mess
3. Shania Twain

Kim is our Client Relationship Manager.

Kim has spent the past 3 years working alongside Cathi & Natalie at our sister company Para-Sols. She holds a BA (Hons) degree in Accounting and Finance and has gained the Cert CII (FS) qualification.

She has a great relationship with all of our clients and is your point of call for any queries.

If you want to know more about us, she’s your girl!

3 Likes

1. Travelling
2. Family
3. Food

3 Dislikes

1. Spiders
2. Sambuca
3. Rain

Rory was ‘the face of the FCA’ to advisory firms for many years. He worked at the regulator for 10 years and was involved with many high profile projects such as risk profiling, centralised investment propositions, the RDR, research and due diligence, and the assessing suitability review as well as speaking regularly at conferences.

Prior to joining the regulator Rory worked in the advisory sector for 20 years mainly in compliance and training roles. He has Chartered Financial Planner status. In November 2016 he launched his own firm – Rory Percival Training and Consultancy Ltd – to help support professionalism in the advisory sector. He is also a member of the Personal Finance Society Board.

Karen is a fully qualified Chartered Insurance Practitioner and is widely known and respected  across the profession as the founder and owner of The GI Consultant Limited.

Karen has been a compliance consultant to retail mediation firms in the insurance and financial services sector since 2006, providing support, monitoring and audit services. She has served in the retail advice sector for 18 years in roles ranging from financial product sales, commercial insurance, compliance directorship and supervision. Prior to that she spent nine years working for a large composite insurer. Karen’s experience includes dealing with firms undergoing FSA / FCA supervision.

Grant is our Technical Specialist.

Grant works across both Apricity and our sister company, Para-Sols. He has extensive knowledge of the industry and is our go-to for all things technical.

Grant has an Advanced Diploma in Regulated Financial Planning and holds Chartered status. He is also an associate of the Personal Finance Society.