Kate's reviews
Reviewed for
Insurance and Protection ( 13 )
Pensions ( 72 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 1 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 20 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 59 )
Financial Mentoring ( 12 )
Financial Coaching ( 12 )
( 1 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
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 Shropshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre-retirement financial planning and consolidation of pensions.
How has Kate Evans helped you?
Kate took time to understand my circumstances, objectives and concerns prior to making recommendations. Options were explained to me clearly and patiently. Kate was always happy to answer my questions, with explanations of the reasoning behind recommendations, rather than simply telling me what she thought I should do. This ensured that I had confidence in the decisions that I was making.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was concerned that I would not have enough money at retirement
How has Kate Evans helped you?
I thought I would have to retire at 67yrs but Kate has shown me that it can happen much sooner and made me think very differently about my money. Thank you very much Kate!
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, it has all been spot on
Kate:
Zoe - thanks for the lovely review. I'm really chuffed you don't have to work until 67 either. We just need to make sure you don't work longer than needed AND maybe spend a bit more too!Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to make our money work better for us. We didn’t have the time or experience to do it ourselves.
How has Kate Evans helped you?
Kate made the process easy and laid out a plan that made our savings and investments work for us.
Have you seen the outcome you were hoping for?
Yes. Everything is going in the right direction
Kate:
Thanks for the positive review Brian. Always great to work so collaboratively and really happy to hear you're spending some more money of very useful pursuits! (Here's hoping we can get you retired a bit earlier).Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We knew we weren’t making the most of what we had but didn’t have the bandwidth to research the many options available.
How has Kate Evans helped you?
Kate has done the hard work for us! Reviewed everything and advised how best to invest. She has made the whole process simple and understandable.
Have you seen the outcome you were hoping for?
Yes!
Kate:
Thanks for the positive review Sarah. Always great to work so collaboratively and glad you feel like everything's going well so far. I will happily take the blame for all unexpected spend incurred by Brian! :DReview
by a verified client in Leicestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was unsure how to manage my personal finance and work benefit schemes
How has Kate Evans helped you?
Kate has been wonderful. She has helped me make a plan, guided me step by step, use easy to understand language and helped me feel like i'm now in control of my finance for now and the future.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing, can't improve on perfection
Kate:
Can't improve on perfection - I'll take it but I'm sure there is :D You've done most of the hard work in being open to improving your plan. Retails tough but looking forward to seeing how your plan comes to life.