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Award Winning Independent Financial Advisers

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Kate Davis

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Kate Davis
DipPFS CertCII (MP)
Independent Financial Adviser

I have joined the team at Vision after 27 years with HSBC, working as an award winning financial adviser both in the UK and Jersey, during which time I provided advice to personal and commercial clients across all sectors of the market.

As a result of seeing the industry change in recent years and having been really impressed with Vision’s values, 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 through trust with a personal touch. 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 watching Formula 1 and I have been a member of my local pub quiz for 20 years. I am also a keen gym-goer and take part in regular challenges and endurance events for charity.

You can contact me on 07516 521069 or by email

 

‘Kate has been ultra efficient, very supportive and clearly knowledgeable about Investment and Pension options. I am extremely grateful for the advice I have received so far and confident about the future. Thank you!’

‘I have never previously used the service of a Financial Adviser and I found Kate Davis to be extremely knowledgeable, understanding, friendly and efficient. She has responded immediately to any questions that I have raised following our initial discussions and we very quickly became comfortable using our Christian names. In fact, I am delighted to now regard her more as a financially knowledgeable friend, rather than my Financial Adviser.’

‘Kate Davis is a great person to work with. She is highly professional;very clear and pleasant. I had a strong instinct that I could trust her and accept her guidance.’

‘The quality of Kate’s service is excellent. One phone call from me and Kate sorts things out which is an immense load off my shoulders. I would highly recommend her with total confidence.’