Kate Kent

Kate Kent

Perspective (South East) Limited

Minimum savings/pensions: Any amount

0330 038 8940
Based in Milton-Keynes
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Verified since: June, 2025
5 out of 5

11 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 May 2026

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

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Kate has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 April 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

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    Kate has not yet added their fees to their profile

About

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