Kate is one of our accomplished Investment Advisers and a vital member of our dedicated investment team, entrusted with managing client's investment portfolios or UK pension transfers.
With a robust background spanning over eight years in the Financial Services industry, Kate is well-versed in the complexities of the financial landscape. Her educational qualifications include a Bachelor of Communications, complemented by completing a Level 5 Certificate in Financial Services.
Kate is an integral member of our seasoned and knowledgeable wealth management team, offering dependable financial guidance and investment expertise. She's ready to assist whether you aim to secure your financial future or optimise your investment portfolio.

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