Kate built her career in retail before becoming a Chartered financial planner. She knows the pace, pressure and constant demands that leave little headspace to think about the future. She’s uniquely placed to understand your challenges and provide the specialist advice and guidance you need.
A different approach, honest and enjoyable planning.
Financial planning doesn’t have to be dry. Kate’s straight-talking, down-to-earth style cuts through the jargon and gets to what matters. She’s always honest about what works and what doesn’t, keeping the process engaging and fun. Clients leave meetings not just reassured, but actually excited about their future.
Your goals first; your success is Kate’s priority.
Everything starts with what you want to achieve, whether that’s stepping back sooner, changing direction, or simply making the most of your hard-earned money. Kate builds plans around your real life, resulting in clarity, confidence, and the freedom to focus on your career, knowing your future is under control.
"My meeting with Kate was weirdly good fun"
Trading Director at M&S
Kate is highly skilled and highly rated.
Straight-talking, Chartered advice
You get the best of both worlds when you work with Kate: Straight-talking from a Chartered financial planner.
Chartered status demonstrates Kate’s commitment to raising her standards above the minimum required to be a financial planner, for the benefit of her clients. When you see the Chartered badge, you know you’re working with someone who puts professionalism, integrity, and your best interests first.
