Kate Brown
Paraplanner
About Kate
Kate has worked in the financial services industry since 2010, following her Psychology studies at the University of Leeds. She moved into the financial advice sector in 2015 and achieved her Diploma in Regulated Financial Advice in 2021.
As part of our Paraplanning Team, Kate plays a key role in analysing clients’ financial circumstances and assets, and in constructing tailored financial planning reports to help them achieve their objectives.
Outside of work, Kate enjoys travelling to new places, photography, baking, and spending time outdoors.
What others say about Robertson Baxter
In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .
88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.
96% of clients would recommend us to their family and friends
Kate in the spotlight
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is an appointed representative of Best Practice registration number 223112 which is authorised and regulated by the Financial Conduct Authority. https://register.fca.org.uk/s/search?q=223112&type=Companies
Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 04490633.
Robertson Baxter limited is entered on the FCA register under reference 1048570 https://register.fca.org.uk/s/firm?id=001Sk00000u7GayIAE
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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