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Financial Planner
Kate joined Paradigm Norton in 2021 having previously worked for another financial advice firm.
Kate’s journey in the financial services industry started in administration, where she developed her skills, before moving into a paraplanning role. From here, she studied towards her Diploma in Regulated Financial Planning, which she achieved in 2018. Since then, Kate has honed her skills, and completed additional exams in Long Term Care, Equity Release and Mortgage Advice, and has since progressed to a Financial Planner.
Kate is passionate about developing her skills in the Long Term Care sphere further, as advising clients in this area is something she finds really rewarding.
Outside of work
Kate enjoys growing fruit and vegetables in her garden and spending time with her husband Adam, and her daughter Mia. Kate also enjoys sewing, especially making custom clothes for her daughter.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
