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You have entered the pages of Perspective (Home Counties) Ltd. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here. To return to Perspective Financial Group's pages, please click here.

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.

Other contacts

Gary Ross DipPFS

Managing Director

Colin Beton MLIBF

Financial Planner

Robbie Branfield DipPFS

Financial Planner

Vish Bhagat DipFA

Financial Planner

Derek Brownie FPFS

Chartered Financial Planner

John Scholes DipPFS

Financial Planner

Registered in England and Wales No 7174102. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.

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