0330 038 8940
Based in Milton-Keynes
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FCA Regulated
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 May 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Kate has not received any client reviews in the past 12 months
Kate has not received any reviews in the last 12 months
Kate has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 December 2020
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Kate has not yet added their qualifications to their profile
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Kate has not yet added their qualifications to their profile
Transparent Fees
Kate has not yet added their fees to their profile
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Kate has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 May 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Kate has not received any client reviews in the past 12 months
Kate has not received any reviews in the last 12 months
Kate has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 December 2020
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Kate has not yet added their qualifications to their profile
Qualifications not yet added
Kate has not yet added their qualifications to their profile
Transparent Fees
Kate has not yet added their fees to their profile
Fees not yet added
Kate has not yet added their fees to their profile
I look at a clients over all aims and goals and find the best possible solution to help them achieve this by putting a bespoke plan in place for them. I have worked in the financial industry across my whole career and my success and wealth of experience has helped me to better understand the needs and goals of my clients. Every clients needs are different and with this in mind I strongly believe that it is essential to build bespoke financial plans which are regularly reviewed and continually updated to cater for changing needs and goals of the individual. I have always enjoyed working with people and building strong lasting working relationships with my clients. I provide a wide range of wealth management services to individuals. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over their lifetime. Specialities • Tax efficient investment planning • Reviews of existing pension arrangements • Personal protection and small business protection • Inheritance tax planning and asset preservation
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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