Kate Davis

Kate Davis

Kingsmead Wealth Ltd

Minimum savings/pensions: Over £250,000

0330 038 8940
Based in Andover
View location
Top Rated 2025
Verified since: May, 2018
4.8 out of 5

181 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 18 November 2025

    Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Kate has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 June 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Kate has provided information on their typical fees

    Kate has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 9

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Kate

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 9 first impressions)

I have been a financial adviser for over 30 years during which time I have enjoyed building strong, long term relationships with my clients. I believe that trust and honesty are the key to providing personalised, quality advice. I can offer you bespoke independent advice on all areas of financial planning including investments, pensions, protection and inheritance tax planning needs. Particular areas I have helped clients with recently have been: * advice on pensions as individuals approach retirement, * investment management, * looking at tax planning to help minimise income tax, capital gains tax and inheritance tax liabilities. My approach with clients is friendly, open and honest. Much of my business is sourced from referrals from existing happy clients as well as local professionals, and I believe that this comes only from offering you the best service possible. I am regulated by the Financial Conduct Authority (FCA) giving you further peace of mind that I work with your best interests in mind.