Kate joined Perspective (Home Counties) Ltd in 2021 as a Financial Planner.
She has over 18 years’ experience in financial services working across several different banks in various roles and has spent the last 3 years advising.
Kate enjoys helping individuals, professionals and families achieve their goals and help them get into the best financial position possible. Sometimes even just small changes can make a big difference and it makes people feel a lot better and like they are more in control which is rewarding to see.
Kate has recently passed her Long Term Care qualification and is currently working towards Chartered status.