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Award Winning Independent Financial Advisers

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Kate Sloman

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Kate Sloman
DipPFS
Independent Financial Adviser

I have joined the team at Vision after 32 years with HSBC, working as an award winning financial adviser in Devon and Somerset.

I have chosen to join this truly independent financial planning company in order to continue to provide my clients with the very best service and offer a “whole of market” approach. Vision’s values and proposition, together with their focus on their ability to offer clients clear and straightforward advice, personalised to individual needs, aligns perfectly with my own beliefs and standards as an adviser.

I am passionate about establishing long term relationships with my clients and their families. Understanding your needs through face to face meetings and taking as much time as is needed, allows me to ensure I am well placed to offer you trusted advice and bespoke solutions to your individual financial needs and help you meet your financial goals.

Away from work, I enjoy spending time with my family as well as the dogs, horses and other animals. I enjoy watching the occasional game of rugby at Exeter Chiefs, and also going to International games.

You can contact me on 07542 301826 or by email

“As complete novices in this, Kate really helped us consider and plan our future retirement goals. Every aspect was explained carefully so we know how this was going to be achieved. We are extremely positive about the future!”

“We have known Kate for a number of years she has always been there for us very helpful. Not only an adviser but a good friend. Always there when we need her. Nothing is ever too much trouble for her if she can help she will. A lovely person. We are pleased she is our adviser.”