With a career in the financial services industry since early 2000, Kate brings extensive experience and insight as a Financial Planner. She holds a BA (Hons) degree, the CeMAP qualification, and is a Certified Financial Planner (CFP) through the Chartered Insurance Institute (CII).
Kate is passionate about helping clients achieve clarity, confidence, and peace of mind when it comes to their finances. She takes the time to understand what truly matters to each of her clients and works closely with them to create financial plans that support them in achieving the life they want to live.
Known for her professionalism, integrity, and down-to-earth approach, Kate builds lasting relationships based on trust and understanding. She is committed to making financial planning straightforward, meaningful, and empowering for every client she works with.