0121 659 8159
Based in Solihull
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: August, 2023
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status
Last checked: 28 March 2025
Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status
48
Recent Client Reviews
Kate has received 48 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 48 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: 02 March 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.
1
Qualifications Uploaded
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Kate has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Kate
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 5 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status
Last checked: 28 March 2025
Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status
48
Recent Client Reviews
Kate has received 48 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 48 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: 02 March 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.
1
Qualifications Uploaded
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Kate has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Kate
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 5 first impressions)
Kate, with much excitement, went from an established career and senior role in Procurement and Supply Chain to Financial Planning, and joined the Lucent Family in June 2021. She says, “I feel very lucky to be part of such a fantastic company. I love our ethos and how we put the client at the heart of everything we do”. Kate brings her passion for people, simplifying the complex, and strategic mind to supporting clients. Adventure features prominently in Kate’s love for competing in crazy endurance events. She regularly competes in Ultramarathons (runs over 26 miles) and is cheered on by husband Richard and their two cats, Arnie and Sly.
£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
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