Meet the Team

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Chloe Evans, Compliance Assistant based in 75point3’s St Asaph. Chloe is originally from North Wales and joined 75point3 in January 2021 after graduating with a BA (Hons) from Leeds Beckett University.

Driven by a passion for maintaining regulatory integrity and risk management Chloe is an integral part of the compliance team, overseeing all aspects of compliance and training and competency at 75point3. Chloe is working towards attaining the CII Diploma in Regulated Financial Planning, showcasing her commitment to continuous learning and growth.

Chloe is bilingual communication in both Welsh and English.

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Kathryn Morgan-Jones has been with 75point3 since October 2018, bringing over 17 years of experience from Barclays, where she started in Accounts and rose to Assistant Manager.

In her role as a Financial Services Assistant, Kathryn provides comprehensive support across various aspects of the company. She has demonstrated her dedication to professional growth by completing several exams, including RO1, CF6, R05, R03, and R02, as part of her pursuit towards achieving the Diploma in Regulated Financial Planning - aiming to achieve this by the end of 2024.

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Jordan Pattullo joined 75point3 in 2021. He carries out a dual role at the company’s Colwyn Bay branch supporting Ffion Berry Evans and Nisha Hampshire-Jones with mortgage advice as well as looking after the Principality Building Society agency. Both roles are very demanding with high level customer expectations related to house purchase, keeping introducers up to date with developments, meeting lender and regulatory requirements as well as 75point3 and Principality internal procedures.


Jordan has signed up to complete the Chartered Insurance Institute diploma in financial planning and completed his first module towards the end of 2023.

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Keeley Westwell joined 75point3 in September 2023 as a Financial Services Assistant. With prior experience in the estate agency sector, Keeley brings a valuable perspective, having touched on mortgages during her time there. Currently, Keeley works alongside Carol Oliver doing the administration work on her Mortgages, this role is very demanding and comes with a high level customer expectations related to house purchases, keeping introducers up to date with developments, meeting lender and regulatory requirements as well as 75point3's.

In pursuit of professional growth, Keeley holds a degree in Business Management and is currently studying for R01 certification. Her dedication to progress within the company is evident, with a keen focus on advancing her skills and knowledge.

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Katie Aitchison joined 75point3 in October 2023 as a Financial Services Assistant, bringing valuable experience from Accounting Departments. Currently providing support to the IFA's and New Business team, in April 2024 Katie is preparing to transition to the Accounts Department, where she will play a crucial role during the transition period, supporting both teams.

Outside of work, Katie enjoys walking her dog, attending the theatre, and spending quality time with loved ones.

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Jade Hughes joined 75point3 in December 2023 as a Financial Services Assistant, providing support to the IFA's and New Business Team. Despite entering with no prior financial industry experience, Jade is eager to learn and is currently working her way toward completing exams as she aims to progress to become a financial adviser in the future.

Outside of work, Jade stays active through exercise, running, and indulges in her passion for travel. She also treasures spending quality time with loved ones and her dogs.