Rickmansworth
Kate joined Perspective (South East) in 2021 as a Financial Planner.
She has over 18 years’ experience in financial services working across several different banks in various roles and has spent the last 3 years advising.
Kate enjoys helping individuals, professionals and families achieve their goals and help them get into the best financial position possible. Sometimes even just small changes can make a big difference and it makes people feel a lot better and like they are more in control which is rewarding to see.
Kate has recently passed her Long Term Care qualification and is currently working towards Chartered status.
Check out Kate’s VouchedFor profile here.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123