Clear Vision.Bespoke Advice for our Clients.

Kate Davis

Kate Davis

Independent Financial Adviser
DipPFS CertCII (MP)

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.

Her company, Kingsmead Wealth Ltd, is an Appointed Representative of Vision Independent Financial Planning Ltd and she provides advice to clients in Andover and surrounding areas in North Hampshire.

“There have been many significant industry changes in recent years and being a wholly independent financial adviser means that I can provide my clients with the very best service and offer a ‘whole of market’ approach. Vision’s values and proposition, together with their focus on their ability to offer clients clear and straightforward advice, personalised to individual needs, aligns perfectly with my own beliefs and standards as an adviser.”

“I am passionate about establishing long term relationships with my clients through trust with a personal touch. Understanding your needs through face to face meetings and taking as much time as is needed, allows me to ensure I am well placed to offer you trusted advice and bespoke solutions to your individual financial needs and help you meet your financial goals.”

The combination of Kate’s commitment to customer service and expert knowledge, with the business support offered by a close relationship with the Vision group means that her customers can be assured of the highest level of financial advice.

Away from work, Kate enjoys spending time with her family as well as watching Formula 1 and she has been a member of her local pub quiz team for 20 years. She is also a keen gym-goer and takes part in regular challenges and endurance events for charity.



Reviews and Ratings for Financial adviser Kate Davis, Salisbury

Testimonials

“Honest, personable and knowledgeable of the financial services market and products that would be suited for my needs. Transparent about fees, honest about expectations. Efficient and responsive – nothing too much trouble if you have a question or need clarification.”
“I found Kate to be very likeable and very helpful during the process of transfer. She described the process in such a way that I found it all very simple. She stated actions and carried them out in time and would follow up which is great. I have also found her to be available by phone or email, giving a response in a timely manner. I look forward to working with Kate and would have no hesitation in recommending Kate or Vision.”
“Kate provided clarity on what I needed to do and how to progress with my pension. She also gave me confidence that I would have sufficient income and the pensions that I was not drawing would deliver the best return.”