Her career in Financial Services began in 2017 at Nationwide Building Society, where she started as a Savings Representative before progressing to Personal Banking Manager while completing her Diploma in Financial Advice. Seeking to deepen her technical expertise, Kate joined Belper IFS as a Paraplanner before advancing into her current role as a Financial Planner.
In her role, Kate works closely with clients to understand their financial goals, risk tolerance, and current circumstances. She develops tailored strategies for savings, investments, and retirement planning, while also considering taxation and estate planning. Kate particularly values the educational aspect of her work—helping clients understand financial concepts so they can make informed, confident decisions about their future.
Kate enjoys building long-term relationships with clients and providing clarity, structure, and reassurance during changing market conditions. Her guidance helps reduce financial stress, prevent costly mistakes, and give clients peace of mind about their financial future.
Outside of work, Kate and her husband share a passion for traveling and walking, often exploring new destinations together.
