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
'We are very pleased with all aspects of help we have received from our financial adviser. As my wife said, "Our financial future looks clear with Vision".'
'We were very pleased with our adviser and have recommended her to family and friends. She takes time to listen and understand our needs and explains her solutions in a clear and concise manner which is easy to understand. Nothing is too much trouble for her. Excellent!'
'Kate was extremely professional and took time to explain everything to me in detail and answered all my questions to my satisfaction. I would have no hesitation to recommend her to my friends.'
'Very satisfied with Kate, to the point, direct and I felt very confident in her approach. I look forward to steady progress in my investment.'
'I need to have an adviser that fully understands my lifestyle and family needs. Someone that I can trust with a friendly disposition that I can call on anytime the need arises.'