Kate is a Chartered Financial Planner. This accolade is the highest awarded by the Chartered Insurance Institute and puts Kate in the top five percent of all financial advisers in the United Kingdom. Additionally, Kate holds the Long Term Care Planning Certificate and the Equity Release qualification, which enables her to support clients in their later life.
Kate joined Global 2004, but her first contact was during her previous employment as an Account Manager for Standard Life. There, she moved through the ranks from administration to management, giving her a fantastic grounding in financial services and the related technical aspects of product and process.
Kate builds professional relationships with both private and corporate clients, making a point to get to know each client personally in order to fully understand not only their financial situations but also their priorities, needs, concerns and objectives for the future. She coaches her clients to demystify the financial world and increase their confidence in making financial decisions.
In her spare time, Kate loves nothing more than to be with her family and friends. Movie and takeaway nights are a must in her house! She also enjoys foreign travel and experiencing different cultures and she has been known to like a little fine dining here and there. She loves singing and has performed at a number of special functions and wedding ceremonies, and she has a serious and growing addiction to Candy Crush Saga!