0330 038 8942
Based in Newport
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: February, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kat's status
Last checked: 11 March 2025
Kat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kat's status
18
Recent Client Reviews
Kat has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kat has received 18 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: 05 February 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.
6
Qualifications Uploaded
Kat has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Kat has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kat has not yet added their fees to their profile
Fees not yet added
Kat has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kat (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Kat
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kat (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kat's status
Last checked: 11 March 2025
Kat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kat's status
18
Recent Client Reviews
Kat has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kat has received 18 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: 05 February 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.
6
Qualifications Uploaded
Kat has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Kat has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kat has not yet added their fees to their profile
Fees not yet added
Kat has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kat (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Kat
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kat (based on 10 first impressions)
With 17 years of experience in the financial services industry, I provide bespoke guidance tailored to your unique circumstances and risk appetite regarding retirement planning, investments, protection and estate planning. I am passionate about building long-term, trusting client relationships and empowering you to make informed financial decisions, bringing a wealth of knowledge and experience to each client engagement. I hold a Diploma for Financial Advisers, and am working towards my advanced diploma with the aim of becoming a Chartered Financial Planner. I am also pursuing a master’s degree in systems thinking, which has allowed me to gain a deeper understanding of complex financial systems and enabled me to provide more holistic and integrated solutions. Outside of work, I enjoy spending quality time with my family, whether it’s exploring new destinations or simply enjoying a family movie night. I am also a proud member of the Rock Choir, where I appreciate the opportunity to connect with others through music. Whether you are planning for retirement, saving for your children's education, or seeking to protect your assets, I can help you navigate the complexities of financial planning and realise your long-term objectives.
Offers available through VouchedFor
Contact Kat through VouchedFor and your initial 1 hour 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 Kat'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
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Adviser Disclaimer
Kymin Financial Services Ltd is authorised and regulated by the Financial Conduct Authority no: 189815