Kate Evans

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

Not a clue what to do about pensions and savings

How has Kate Evans helped you?

Kate has been absolutely brilliant from start to finish. She made something I’d been putting off feel easy and manageable, explained everything clearly, and always took the time to answer my questions. She’s knowledgeable, approachable and genuinely cares, which made a big difference.

Have you seen the outcome you were hoping for?

I feel much more in control of my pension and confident about the future. Everything feels clearer, better organised, and far less stressful than before.

What could they have done better?

Nothing! Except come into my life sooner!

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

No clear plan

How has Kate Evans helped you?

She has helped me formulate a plan which was very reassuring indeed

Have you seen the outcome you were hoping for?

Yes - a very strong start

What could they have done better?

N/a

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

I didn't have an advisor that I knew or trusted at that time.

How has Kate Evans helped you?

Kate has helped me thoroughly review and organise my finances, guiding me to consider not only my own retirement but also my family’s future so we can prepare sensibly for long-term security and a comfortable retirement. She has a refreshingly direct approach, which I greatly appreciate. Kate explains complex tax implications clearly and highlights investment options that are better suited to my personal objectives and risk tolerance. As a result, I have transferred my pension into a more appropriate fund aligned with the level of risk I am comfortable with, and we are currently in the process of investing additional funds.

Have you seen the outcome you were hoping for?

I am delighted with the results so far — my pension fund has increased by 6% in just over two months. Kate has also reduced my annual FCA fees for both my pension and investments, ensuring my arrangements are more cost-effective. She is consistently proactive and responsive in dealing with any queries or discussions we have. I would thoroughly recommend Kate to anyone seeking clear, fair and forward-thinking financial advice that genuinely considers both personal objectives and long-term financial goals. It is extremely reassuring to me to have Kate on my side now and in the foreseeable future.

What could they have done better?

I have no points or improvements I could suggest presently.

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

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