Kate Boon

Kate Boon

Lifeplan Financial Management Ltd

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Hexham
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Top Rated 2026
Verified since: September, 2018
4.9 out of 5

249 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 12 September 2026

    Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status

  • 46

    Recent Client Reviews

    Verified reviews: 98%

    Kate has received 46 client reviews in the past 12 months; 98% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 May 2026

    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.

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    Qualifications not yet added

    Kate has not yet added their qualifications to their profile

  • 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

  • 19

    Positive First Impressions

    74% of users who are not yet clients had a positive first experience with Kate

    74% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 19 first impressions)

About

I have 22 years experience in the Financial Advice industry and a Financial Planner and Compliance Officer at Independent and Chartered firm, Lifeplan. My expertise lies in providing clear, jargon-free advice that enables people to concentrate on living their lives rather than worrying about the future. I believe the best financial advice comes from a full understanding of your personal situation; not from a list of financial products you or anyone else thinks you might need. It comes from a strategy that has your best interests, goals and ambitions at its heart. It comes from a Lifeplan. Over the years, I have become a specialist in helping people at every stage of the retirement process: • Approaching retirement: I’ll ensure you can retire with the income you need to achieve your goals. • At retirement: I’ll create a bespoke financial plan that will give you the confidence to retire worry-free. • In retirement: I’ll ensure you are making the most of your retirement income, in a way that is secure, structured and sustainable. • Wills & trusts: I’ll create a strategy that will ensure your assets will be distributed according to your wishes. (including Inheritance Tax Planning)