Kate's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 2 )
Pensions ( 99 )
Equity Release ( 13 )
Retirement income (annuities, drawdown) ( 61 )
Investments and Savings ( 108 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 36 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 30 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 24 )
£100k - £200k ( 10 )
Up to £50k ( 6 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Hampshire
16 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
What I really appreciated was her emphasis on good, common-sense money management. No jargon, no pressure. Just thoughtful advice, tailored to my situation and grounded in what matters most to me. I feel far more confident about my financial future thanks to her support.
Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
Always available for advice and any query that may have arrisen.
Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
She has investigated alternative investments.
Repeat review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
Kate was always friendly and professional. Kate always gave good advice and explained it well, making sure I fully understood what was happening to my money! Having had to close down my Rathbones Accounts Kate gave advice on where best to move my money, and she continued to be very helpful.
Repeat review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
On Kates advice, I have moved my pension to a new provider as my existing one was moving away from personal pension business. This will hopefully result in a better financial performance, although this will only become clear once the effect of recent USA tariff announcements and the subsequent stock losses recede. One immediate positive from the switch is the accessibility to view the performance of my pension by myself, which was very difficult previously.