Kate's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 2 )
Pensions ( 95 )
Equity Release ( 13 )
Retirement income (annuities, drawdown) ( 60 )
Investments and Savings ( 104 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 36 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 27 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 23 )
£100k - £200k ( 10 )
Up to £50k ( 6 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
Kate has helped me with research into student loans and the financial burden for my son.
Repeat review
by a verified client in Wiltshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
I am very comfortable with all my dealings with Kate both personal and professional. The subsequent performance of her recommendations has been impressive particularly during these difficult times.
Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
Making sure that my retirement income is in the right type of Royal London fund, which resulted in a switch of funds. Facilitating the transfer of the pension pot from my ex-employer, Twinings (ABF), which was a very protracted process. Being proactive in looking at my retirement income needs for the next fiscal year and getting it put in place.
Repeat review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
She has continued to monitor progress on my investments and meets me at home,once each year free of charge
Repeat review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Davis helped you since your last review?
Kate provides annual reviews of my pension and investments which include forecasts of pension drawdown into retirement to assist with deciding when to retire. Kate also keeps under review my pension provider to ensure it siuts my requirements.