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.
‘I would like to put on record, that it is my view that Mrs Kath Atkin-Bowdler not only provides excellent current financial advise, but also has a superb friendly personality and, more importantly, is completely trustworthy, which is an essential attribute in life.
‘We have known Kath for many years and have always found her to be diligent, very informative, sensible and very personable. She is always at the end of the telephone should we have any queries and it is always a pleasure to see her’.
‘I would definitely recommend Kathy to all my friends and family’
‘We consider Kath more as a friend rather than an adviser. We look forward to her visits. So helpful, patient and very knowledgeable.’