0330 038 8940
Based in Andover
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 18 February 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Verified reviews: 100%
Kate has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 09 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
3 qualification certificates available to view
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kate has provided information on their typical fees
Kate has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
89% of users who are not yet clients had a positive first experience with Kate
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 9 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 18 February 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Verified reviews: 100%
Kate has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 09 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
3 qualification certificates available to view
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kate has provided information on their typical fees
Kate has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
89% of users who are not yet clients had a positive first experience with Kate
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 9 first impressions)
I have been a financial adviser for over 30 years during which time I have enjoyed building strong, long term relationships with my clients. I believe that trust and honesty are the key to providing personalised, quality advice. I can offer you bespoke independent advice on all areas of financial planning including investments, pensions, protection and inheritance tax planning needs. Particular areas I have helped clients with recently have been: * advice on pensions as individuals approach retirement, * investment management, * looking at tax planning to help minimise income tax, capital gains tax and inheritance tax liabilities. My approach with clients is friendly, open and honest. Much of my business is sourced from referrals from existing happy clients as well as local professionals, and I believe that this comes only from offering you the best service possible. I am regulated by the Financial Conduct Authority (FCA) giving you further peace of mind that I work with your best interests in mind.
Offers available through VouchedFor
Contact Kate through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kate's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Kingsmead Wealth Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register. Vision House, Unit 6A Falmouth Business Park, Falmouth, Cornwall, TR11 4SZ. Registered in England and Wales. Registration number 6650476. The FCA do not regulate Inheritance Tax Planning.