Paraplanner & Technical Administrator
Kate brings a wealth of experience and is an expert in all aspects of pension, investment and life insurance. Kate has completed the Diploma in Regulated Financial Planning and is currently working towards the Advanced Diploma. Kate previously joined Chartered Independent in 2014 and after a few years of living away from the area, she has now relocated back to Telford with her daughter.
Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk
Chartered Independent Ltd, 6 Church Street, Wellington, Telford TF1 1DG
Tel: 01952 250024 | Email: admin@ciwealth.co.uk
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The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Chartered Independent Ltd is a member of Best Practice IFA Group Limited. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. Chartered Independent Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 622580. Chartered Independent Limited can also be found at Companies house (https://find-and-update.company-information.service.gov.uk/company/08030712). The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk or you can contact the helpline on 0800 023 4 567.
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