Kingsmead Wealth Ltd

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Kate Davis

Independent Financial Adviser, DipPFS CertCII (MP)

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Kate Davis
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We will help put you on the right path
Kate has been providing Financial Advice for over 20 years and prior to joining Vision, was an award winning financial adviser with HSBC, both in the UK and Jersey, during which time she provided advice to personal and commercial clients across all sectors of the market.
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Kingsmead Wealth Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.

Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476

Kingsmead Wealth Ltd registered office: 14 London Street, Andover, SP10 2PA Registered in England and Wales No. 10817738

The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages.