“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.”
“Kate contacted me promptly and took care to ensure she understood my requirements before recommending various options for my consideration.
Kate also made sure that once a course of action was agreed, I was kept up to date with what needed to be done and kept things moving despite the lockdown in early 2020.”
“We have been delighted with the quality of advice and service from Kate.
We always feel that her advice and recommendations are what she believes are in our best interest.”
“Kate has helped us immensely in looking at all the pots of money we have, helping us consolidate it and making everything easier and clearer.
She is also helping us with retirement planning.”
“Redistributed my savings into more appropriate accounts for my risk profile and situation.
She reduced management fees at the same time.”
“Kate has been very helpful, friendly, compassionate and personable, especially recently after the loss of my wife who was much more financially astute than I am.
She has helped me into the 21st century with managing my money. I’d be lost without Kate’s support.”
“Kate understands our requirements and as we get older our changing needs.
She offers solutions that are considered and seems to be able to react to all aspects of the market and aware of trends that is so important during these trying times.”
“Kate helped me with a great model to know what my projections were (better than I had thought!) & we tweaked some things.
She also had a broader look at some of my other expenses such as life insurance and we made some changes to make things more relevant to my circumstances.”
“Kate has always provided sound advice. Her advice is clear and concise.
She ensures that I understand the risks and discusses all options.”