Kath joined the Vision Team as an Independent Financial Adviser after a career with HSBC stretching back 27 years; the last 14 years were spent helping client personally to manage their finances, both as an Independent Adviser and more recently, a Restricted Adviser.
The ability to offer truly Independent Financial Advice is extremely important to Kath, to enable sourcing of the very best solutions, helping provide personal and tailored recommendations to every client.
Kath is passionate about long term relationships built on trust and professionalism. Kath meets clients face to face and takes time to fully understand their financial situation and priorities and will regularly meet to review these to make sure plans stay on track.
In recent years, Kath has delivered solutions in the areas of investment, retirement, estate and tax planning, however Kath is comfortable to discuss all areas of financial advice. Kath is delighted to now be able to offer these services to clients on a truly ‘best in market’ basis and feels that the Vision brand will enhance this with their comprehensive range of services aligned to a bespoke approach.
Kath welcomes the opportunity to meet with clients old and new to review their circumstances and establish how to help.
Telephone 07469 925322 or email
‘You couldn’t have a better representative for your company! Very knowledgeable but also friendly and helpful. A great “people person”. Look forward to her visits immensely!’
‘I welcome Kath Atkin-Bowdler as a friend of high regard, who places my financial well-being as top priority and has assured me that Vision Independent Financial Planning are similarly committed and vigilant, as are Investec concerning my ongoing low Risk factor movements. I am confident in all your hands and my trust in your good will ensures my peace of mind.’
‘I cannot praise Kath highly enough for the excellent manner in which she gently and patiently guided us through the whole process. As new investors we had significant number of questions and concerns, all of which Kath answered and dealt with expertly..’
‘Kath and I have a good friendly relationship and I trust her implicitly to provide me with the best possible financial reward. She understands that I am not very good at understanding financial affairs and she is very patient with explaining it all to me. She’s terrific.’