Kate Kent

What were the circumstances that caused you to initially look for an adviser?

Pension reconciliation and advice from friends

How has Kate Kent helped you?

Kate is excellent at providing timely advice that suits my needs and my level of risk

Have you seen the outcome you were hoping for?

Yes, I have seen the desired outcomes from working with Kate

What could they have done better?

Yet to find a reason to expect more from Kate, she delivered exactly what she committed to and what I expected

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate a number of pensions and have them in an appropriate fund with higher returns and managed to reduce risk. I also wanted to setup regular savings into funds with higher returns than savings accounts I wanted someone to take this on for me so I don’t have to, advise me with options and build a relationship with me that I can trust.

How has Kate Kent helped you?

100% I’ve seen great returns in the years since we first spoke. She also advises for the best route possible and that’s not always selling me a product. I’ve introduced her to my partner and friends, and they appreciate her work and advice too.

Have you seen the outcome you were hoping for?

Yes, better than I could’ve hoped for.

What could they have done better?

I’m completely satisfied with the service and advice.

What were the circumstances that caused you to initially look for an adviser?

Pension management

How has Kate Kent helped you?

Supportive and helpful reviewing my pension investments and drawdown requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I inherited Kate from an existing company and l was very nervous as the care l got previously was excellent. To my surprise Kate had the horrible task of having to take me on from another advisor that had looked after me very well. All credit to Late because she took up the mantle and has totally won me over, l have sent several of my friends and family to her knowing that she wil give the the time advice and care that they all need to meet their individual needs. She is responsive professional and kind.

How has Kate Kent helped you?

See above

Have you seen the outcome you were hoping for?

Yes, my portfolio is healthy and l feel as safe as it can be with her guidance and care.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I needed help with my Investments and Trusts and found that Kate was the perfect person to help.

How has Kate Kent helped you?

Kate has a great deal of knowledge about almost everything I need and is always available to help with any query or problems I might have to do with either my Investments or Trust money. I trust Kate's judgement entirely and have discovered over the past years that she has handled my finances extremely well and always given me good advice.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

As far as I am concerned there is nothing that I can think of that I would change about either Kate as a person or her knowledge.