Kate Martin
Consultant
Focus: clients, first and foremost
I work closely with Michael Freedman looking after a number of joint clients, taking pride in providing advice that is tailored to their individual needs and financial circumstances.
The need to keep abreast of current legislation is of paramount importance to me in providing appropriate advice at all times.
Time with us:
Since 2001
Passion:
Helping clients to find the best way forward, allowing them to get on with their lives knowing that we are looking after their financial affairs. Finding solutions where there are problems and providing guidance in so many different areas.
I worked in a Lloyd’s members agency from 1982 to 1996, looking after Lloyd’s Names and advising them on their underwriting, investments and often on far more personal matters. I see my work now being a natural continuation of that.
Interests:
As a former music teacher, I continue to have a keen interest in classical music. I also enjoy watching cricket and doing crosswords. Recently I have been indulging my interest in archaeology by touring ancient sites in South and Central America. Learning Spanish is fast becoming a priority.
Qualifications:
APFS
Certs CII (MP & ER)
Chartered Financial Planner
Contact:
ku.oc.htlaewhpbnull@nitram.etak
01582 461122