Kate Gillings
Paraplanner
Kate has worked in the financial services industry for around 15 years, originally working for providers before moving across to work as business support for financial planners. Her experience puts her in a great position to understand how to best process clients’ work efficiently.
Kate works closely with Naomi helping clients each step of the way, whether they are new coming onboard or looking after them on an ongoing basis. She researches products and writes reports and enjoys liaising with clients throughout to ensure they know their finances are in safe hands.
Away from the office, Kate enjoys socialising with friends and family, and she can never refuse a chance to check out a restaurant!
When she’s not busy socialising, you can usually find Kate with her nose in a book or going to watch a comedy show or play.
Qualifications
Meet the rest of our team
The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Bristol,
BS1 4HQ
Production
