Kate Boon

I have 20 years experience in the Financial Advice industry and a Financial Planner and Compliance Officer at Independent and Chartered firm, Lifeplan. My expertise lies in providing clear, jargon-free advice that enables people to concentrate on living their lives rather than worrying about the future. I believe the best financial advice comes from a full understanding of your personal situation; not from a list of financial products you or anyone else thinks you might need. It comes from a strategy that has your best interests, goals and ambitions at its heart. It comes from a Lifeplan. Over the years, I have become a specialist in helping people at every stage of the retirement process: • Approaching retirement: I’ll ensure you can retire with the income you need to achieve your goals. • At retirement: I’ll create a bespoke financial plan that will give you the confidence to retire worry-free. • In retirement: I’ll ensure you are making the most of your retirement income, in a way that is secure, structured and sustainable. • Wills & trusts: I’ll create a strategy that will ensure your assets will be distributed according to your wishes. There are many things that make Lifeplan stand out from the crowd: • We are Chartered. Chartered status positions our firm amongst the UK’s leading practices. You can therefore rest assured that your finances are being looked after by accredited, knowledgeable professionals. • We are Financial Planners. We believe in proper financial planning, driven purely by your goals. • We are independent. We have no contractual relationships driving our planning process. Instead, we only ever recommend the financial solutions that will best allow you to achieve your goals. If you would like to understand more about how financial planning can help solve your current financial concerns, as well as improve your future, please get in touch. I’d be delighted to hear from you.