0330 038 8938
Based in King's-Lynn
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: January, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Katie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katie's status
Last checked: 28 February 2025
Katie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katie's status
34
Recent Client Reviews
Katie has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katie has received 34 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: 28 November 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.
2
Qualifications Uploaded
Katie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Katie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Katie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Katie has provided information on their typical fees
Katie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Katie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katie's status
Last checked: 28 February 2025
Katie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katie's status
34
Recent Client Reviews
Katie has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katie has received 34 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: 28 November 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.
2
Qualifications Uploaded
Katie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Katie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Katie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Katie has provided information on their typical fees
Katie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have worked within the financial services industry for over 20 years. Within that time, I have gained a wealth of experience. During those years, I have committed to increasing my knowledge, where I am now a Chartered Financial Planner and a Fellow of the Personal Finance Society. I regularly meet with my clients, providing advice on how to meet their long-term financial objectives. At GPFM Financial Planners, we provide a truly all-encompassing service that takes into consideration every aspect of your life, present and future, and ensures you and your family are well looked after. Contact our friendly team of expert financial planners today to see how we can help 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 Katie's clients
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Adviser Disclaimer
GPFM Financial Planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.