She began her career with a building society as a Savings Representative before progressing to Personal Banking Manager while studying for her Diploma in Financial Advice. Keen to develop her technical knowledge further, she later moved into paraplanning before becoming a Financial Planner.
Her experience across client-facing and technical roles has given her a strong understanding of the financial planning process. Kate works closely with clients to understand their goals, attitude to risk and personal circumstances, helping them develop tailored strategies covering savings, investments, retirement planning, taxation and estate planning.
What Kate enjoys most about her role is helping clients understand their finances and make informed decisions with confidence. She values the opportunity to build long-term relationships and takes pride in providing clarity, structure and reassurance, particularly during periods of market uncertainty. Helping clients reduce financial stress and feel more confident about their future is one of the most rewarding aspects of her work.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.