Working For You

Kate works as a Senior Financial Adviser in the Cooper Associates Wealth Management team.

Kate specialises in estate planning and trusts, retirement planning and long-term care. Additionally, she offers personal and business protection advice.

Since joining our team, Kate has gained several professional qualifications including multiple diplomas in financial planning (LIBF and CII). She believes in a holistic approach to financial planning, and places integrity at the heart of all she does.

Kate held multiple senior management positions in the motor industry before transitioning to the financial sector and joining Cooper Associates.

Outside of work, Kate spends much of her time with her two boxer dogs. She is also a keen runner and traveller and enjoys dining out.

Trusts are not regulated by the Financial Conduct Authority.