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 with our planners at each step of the way, from onboarding new clients to completing annual reviews for them on an ongoing basis. She 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.