0330 038 8941
Based in Swansea
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: June, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Kath and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 02 September 2026
Kath and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Kath has received 19 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Kath has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.Last checked: 15 June 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.
2
Qualifications Uploaded
Kath has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates available to view
Kath has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kath has not yet added their fees to their profileFees not yet added
Kath has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kath (based on 4 first impressions)100% of users who are not yet clients had a positive first experience with Kath
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kath (based on 4 first impressions)
About
I have over 20 years experience giving advice to both business and personal clients throughout the South West Wales. Following a career stretching back 27 years, I decided, in 2016 to set up my own business to allow me to set my own standards, deliver a truly independent whole of market proposition and provide a service to clients over the longer term. In 2022 I was awarded Fellowship of the Personal Finance Society which entitles me to use the designation FPFS. The ability to offer Independent Financial Advice is extremely important to me. It enables me to source the very best solutions, thus providing personal and tailored recommendations to every client. I am passionate about long term customer relationships built on trust and professionalism. Meetings with clients are face to face either at your home, business, or at a local private office, at a time to suit you. The initial meeting is free of charge and you will be under no obligation. There is a charge for advice, but costs involved are clear, transparent and very fair. During the process, I take time to fully understand your financial situation and priorities and will regularly meet to review these to make sure plans stay on track. Throughout my career as a financial adviser, I have delivered solutions in the areas of investment, retirement, estate and tax planning, however I am comfortable to discuss all areas of financial advice. I welcome the opportunity to meet with clients old and new to review their circumstances and establish how to help. I live just West of Swansea with my husband. We keep horses who take up most of our free time and, I am currently a director of Gower Show and a board member of the Royal Welsh Agricultural Society.