Kate is the manager of our paraplanning team. Kate provides the very important research and reports that justify and support our advice.
Kate also takes responsibility for administering our new investment, pensions or insurance business from the point of application through to successful completion. Kate deals with the entire product range that Estate Capital advises on.
Kate is a specialist in occupational pension scheme transfers. She takes responsibility for the research and reports that justify and support our advice in this specialist area.
Kate is part of our corporate pensions team.
Prior to her current role Kate worked for major national insurance companies including Windsor Life, Aviva and LV for the past twenty years. It is her knowledge and experience of the pensions and insurance market that helps us deliver a first class service to our private and corporate clients.
— [ esteit ]
The accumulation of property and assets.
All the money and assets owned by an individual.
— [ kapitel ]
Wealth in the form of money or other assets owned by a person or organisation.
The employment of money in the production of greater wealth.
— [ esteit kapitel ]
Aiding the growth and accumulation of personal and family wealth and its transfer through the generations.