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.

Meet the rest of our team

Nikki King

Managing Partner

Ian Larthe de Langladure

Partner & Financial Planner

Steve Pine

Partner & Chartered Financial Planner

Ken Hall

Associate Partner & Chartered Financial Planner

Naomi Keith

Associate Partner & Financial Planner

Sean Guirey

Partner & Financial Planner

Jack Powell

Chartered Paraplanner

Izzy Strozewska

Assistant Paraplanner

Thomas Dewar

Senior Paraplanner

Oli Knibbs

Assistant Paraplanner

Charlotte Croose

Senior Paraplanner

Jake Barber

Planner Support

Ryan Kent

Assistant Paraplanner

Josh Aistrup-Brown

Planner Support