Senior Partner Practice of St. James's Place Wealth Management
Kate puts integrity at the core of her work ethic. She aims to understand her client’s aspirations and objectives and offers advice accordingly, always acting in their best interests. Kate is a fully qualified as Financial Adviser who provides investment and financial planning advice.
Kate comes highly recommended by her existing clients and is featuring in VouchedFor's 2020 guide to the UK’s top-rated financial advisers.
In her spare time Kate enjoys cooking, gardening and walks on the beach with her boxer dog.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Cooper Associates Wealth Management Ltd is registered in England and Wales, Number 06890675. Registered Office: 40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR.