Kate's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 2 )
Pensions ( 107 )
Equity Release ( 13 )
Retirement income (annuities, drawdown) ( 69 )
Investments and Savings ( 117 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 38 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 39 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 27 )
£100k - £200k ( 10 )
Up to £50k ( 6 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Wiltshire
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 continues to provide an excellent level of support during these challenging times. I know that she will take whatever action is necessary to ensure that her client interests are her main focus.
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?
Discussions about the weighting of cash (or liquidity) vs investments, that it was already too much weighted towards cash. This weighting would increase further when my Tate & Lyle (L&G) pension pays out, likely in the next few months. This, initially, resulted in the switching of two cash ISAs into investment ISAs with Fundment. Once the T&L pension situation is resolved, additional steps would involve a pension top-up or my wife and new investment ISAs. We also reviewed the Royal London performance over the previous 12 months, with growth exceeding my withdrawals. Very happy (naturally)!
Repeat review
by a verified client in Hampshire
3 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?
Continued professional advise.
Repeat review
by a verified client in Hampshire
3 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 continues to provide an excellent service, advice, availability and communication spot on. Kate is very aware of both our medical circumstances which reflects in her demeanour and approach.
Repeat review
by a verified client in Oxfordshire
3 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?
Mu husband I trust Kate and allow her to get on and do her job knowing that she is looking after our interests. When we meet she is thorough and spends ample time explaining what is happening, what we should be doing going forward helping us to understand what she does and why. We meet her with our Investment and Wealth Manager which allows all of us to have a good discussion of what our needs are and the best way for both of them to manage everything for us. I wouldn't hesitate to recommend Kate to anyone else.