0330 038 8938
Based in Heywood
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kathy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kathy's status
Last checked: 06 April 2025
Kathy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kathy's status
17
Recent Client Reviews
Kathy has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kathy has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 11 April 2025
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.
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Kathy has not yet added their qualifications to their profile
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Kathy has not yet added their qualifications to their profile
Transparent Fees
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Kathy has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kathy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kathy's status
Last checked: 06 April 2025
Kathy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kathy's status
17
Recent Client Reviews
Kathy has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kathy has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 11 April 2025
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.
Qualifications Uploaded
Kathy has not yet added their qualifications to their profile
Qualifications not yet added
Kathy has not yet added their qualifications to their profile
Transparent Fees
Kathy has not yet added their fees to their profile
Fees not yet added
Kathy has not yet added their fees to their profile
Kathy is based north of Manchester for Rice Whatmough Crozier LLP that became part of One Four Nine Group in October 2021. She holds the PFS Diploma having been awarded first prize by the Insurance Institute for achieving best results in the Advanced Financial Planning Certificate. Also, a qualified Tax Advisor and a member of the Association of Tax Technicians, Kathy’s specialist knowledge includes Investment and Taxation Planning for private clients. She has previously sat on the practitioner’s group at STEP, helping promote and educate STEP members of the importance of benchmarking investment portfolios using the STEP member service, MPI. She also sat on the judging panel for the Portfolio Advisor Wealth Manager Awards. Kathy has been working in financial services for over 20 years firstly as a consultant with Arthur Andersen and then as a Senior Manager in Deloitte’s private client business.
£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).
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