What we do
About us
Resources
Clients
Connect with us
Financial Planning Assistant
Kate has worked in Financial Services for the past 16 years, with over 10 of those years as a Financial Services Administrator for an Independent Financial Advisers office. In this time Kate has developed a strong understanding of the Financial Services industry and has gained a number of qualifications along the way.
Based in the Exeter office, Kate provides assistance to the Financial Planning Team in Exeter; from preparing for client meetings, and processing new business to updating client records.
Outside of work
A keen sportswoman, Kate played rugby at the highest level of women’s club rugby until retirement. Since then, Kate supports from the sidelines and enjoys watching the Exeter Chiefs Women’s team (although she’s a Bath Rugby fan at heart). Kate enjoys keeping fit and is often found walking her dog, Larry the labrador in the fields close to home.
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
