Kate Ward

Kate offers holistic financial planning advice specialising in estate planning and trusts, retirement planning and long-term care. Additionally, she offers personal and business protection advice. Kate has a very diverse client bank and looks after clients with a broad range of needs ranging from pension and investment advice to inheritance tax and succession planning. Kate puts integrity at the core of her work ethic. She aims to understand her clients aspirations and objectives and offers the best advice accordingly, always acting in the clients best interests. SJP Approved 16/12/2024 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx