0131 268 0014
Based in Edinburgh
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2017
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kathryn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kathryn's status
Last checked: 04 March 2025
Kathryn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kathryn's status
24
Recent Client Reviews
Kathryn has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kathryn has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Kathryn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Kathryn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kathryn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kathryn has provided information on their typical fees
Kathryn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
19
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Kathryn (based on 19 first impressions)
95% of users who are not yet clients had a positive first experience with Kathryn
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Kathryn (based on 19 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kathryn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kathryn's status
Last checked: 04 March 2025
Kathryn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kathryn's status
24
Recent Client Reviews
Kathryn has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kathryn has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Kathryn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Kathryn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kathryn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kathryn has provided information on their typical fees
Kathryn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
19
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Kathryn (based on 19 first impressions)
95% of users who are not yet clients had a positive first experience with Kathryn
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Kathryn (based on 19 first impressions)
I have been a financial adviser since 1996 and became an independent financial adviser in 1999. I provide a financial planning service tailored to my clients needs that helps them understand where they are financially and believe great financial advice is at the core of building a more certain financial future. This tailored financial advice can provide you with peace of mind that your financial future is more secure as a result of working with me as I will take an expert look at your finances to see where real benefits can be made. I enjoy listening and connecting with my clients to find out what really matters, then helping with various different types of financial planning required at their various life stages. This can be from investment of capital, planning for retirement and helping with the transition when no longer working and needing to use investments to support your lifestyle, passing wealth to family members and ensuring adequate protection for you and your family, . In my spare time I really enjoy keeping fit, eating out in the many fantastic restaurants Edinburgh has to offer and spending time with my family and friends.
Offers available through VouchedFor
Contact Kathryn through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kathryn's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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