As one of our first success stories from The Grad Scheme, Kate has shown that there are transferrable skills in any degree obtained. With her BSc (Hons)in Zoology she keeps our advisers in check and is lauded for her common sense approach to advice and has regular conversations with our planners on how to improve and enhance the advice given to clients. Kate is also well educated in finance, 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 one of our defined benefits experts.
