Belper
Kate became part of Perspective in December 2025 following the merger with Belper IFS.
Her career in Financial Services began in 2017 at Nationwide Building Society, where she started as a Savings Representative before progressing to Personal Banking Manager while completing her Diploma in Financial Advice. Seeking to deepen her technical expertise, Kate joined Belper IFS as a Paraplanner before advancing into her current role as a Financial Planner.
In her role, Kate works closely with clients to understand their financial goals, risk tolerance, and current circumstances. She develops tailored strategies for savings, investments, and retirement planning, while also considering taxation and estate planning. Kate particularly values the educational aspect of her work—helping clients understand financial concepts so they can make informed, confident decisions about their future.
Kate enjoys building long-term relationships with clients and providing clarity, structure, and reassurance during changing market conditions. Her guidance helps reduce financial stress, prevent costly mistakes, and give clients peace of mind about their financial future.
Outside of work, Kate and her husband share a passion for traveling and walking, often exploring new destinations together.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
