Kate keeps our advisers in check and is lauded for her common sense approach to advice - having regular conversations with our planners on how to improve and enhance the advice given to clients. She is also well educated in financial services, with a Diploma in Financial Planning and a Certificate in Mortgage Advice. She also holds the advanced pension qualification and is working towards her Advanced Diploma. Kate is a maths nerd and specialises in calculations and cashflow, whilst also being a defined benefits expert.