Kate's reviews
Reviewed for
Insurance and Protection ( 12 )
Pensions ( 66 )
Retirement income (annuities, drawdown) ( 32 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 18 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 51 )
Financial Mentoring ( 10 )
Financial Coaching ( 10 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 8 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in West Midlands
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment advice.
How has Kate Evans helped you?
Establishing a financial plan aligned with our aims and aspirations. Advice on how to maximise savings growth.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Shropshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to arrange a personal pension.
How has Kate Evans helped you?
Consolidation of existing pensions and set up of new one. Income protection advice
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No. Very happy
Review
by a verified client in West Midlands
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have worked with Kate previously and when she started her own business, we wanted to ensure we had the very best Financial Adviser, so we had no hesitation asking Kate take on our portfolio.
How has Kate Evans helped you?
Kate, has been super available as we plan our finances and house renovations over the next 12-18 months. Without her, we would be guessing about our financial future, but we know we have someone reliable that has our best interests at heart.
Have you seen the outcome you were hoping for?
100%. A very personalised service where she’s checking in on us, rather than the other way.
What could they have done better?
Nothing. 100% perfect.
First impression
by a VouchedFor user
20 days ago
Overall
Please provide a brief comment about your experience with Kate
A very professional and informative experience which explained things that I had no idea about .
Kate:
Thanks for the feedback Steve - really appreciated. I'm glad you've got some clarity on what your pensions mean and potential options. Sometimes there's a lot of info but doesn't always mean you need to pay for advice, sometimes a bit of help understanding what you've got is all it needs and glad I could give you that clarity.Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted help to understand our current position, including numerous old company pensions, and model some scenarios for the future.
How has Kate Evans helped you?
Kate helped us understand our attitudes to money, investment and risk. She found found better deals for our pension pots and managed the transfers smoothly. We modelled various scenarios for our future - looking at the life and financial impact of each.
Have you seen the outcome you were hoping for?
Now we regularly check in on how the plan's going and Kate's always quick to help us work through any new options. Ultimately working with Kate has helped our money work harder, as well as giving us clarity and confidence in the financial future that we were heading towards.
Kate:
Thanks for the great review Rob...really glad you've gained clarity and confidence from the planning. It's also fantastic to see how financial planning has helped form your decision making for some really big life events. And while it means I'm glad one of us doesn't have to keep up the selfies on LinkedIn for the foreseeable future, I'm still rooting for #CoachRob.