0161 937 7600
Based in Stockport
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: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status
Last checked: 08 March 2025
Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status
46
Recent Client Reviews
Kate has received 46 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 46 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: 08 October 2024
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.
Qualifications Uploaded
Kate has not yet added their qualifications to their profile
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Kate has not yet added their qualifications to their profile
Transparent Fees
Kate has not yet added their fees to their profile
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Kate has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Kate
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status
Last checked: 08 March 2025
Kate is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kate's status
46
Recent Client Reviews
Kate has received 46 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 46 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: 08 October 2024
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.
Qualifications Uploaded
Kate has not yet added their qualifications to their profile
Qualifications not yet added
Kate has not yet added their qualifications to their profile
Transparent Fees
Kate has not yet added their fees to their profile
Fees not yet added
Kate has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Kate
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 3 first impressions)
Kate joined MKC Wealth at the start of 2022, with over eighteen years of experience as a financial adviser. Kate prides herself in her approachable, friendly and professional manner and believes the relationship between client and adviser to be the key to everything she does. Whilst Kate specialises in the areas of investments and pensions, she focuses on the importance of holistic financial planning providing advice on all aspects of a client’s financial circumstances. By setting goals and having regular reviews with her clients, Kate is able to guide and advise with a more focused eye, understanding how plans will evolve from the present to the future. Kate, originally from North Wales now lives in Manchester with her husband Andrew. She loves to travel, and enjoys spending her spare time with friends, family and her cats.
£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 Kate's clients
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