With thousands of confusing lender schemes and a vast range of insurance policies available, it is only sensible to seek advice from an expert adviser. To ensure your personal needs are best met, financial planning consultant Kate Walker, offers a bespoke, personal service.
A core part of the work is accomplished via the telephone but uniquely the practice is very focused on personal, face-to-face meetings:
“Having worked in the industry for 15 years, I have a thorough understanding of the financial climate and my client’s needs. I know I can better serve them by meeting them in person, this allows me to make a thorough and accurate assessment of their financial situation and requirements, which can prevent disappointment further down the line."
Unlike other office-based advisers, she provides a full day and evening appointment service across countries, travelling throughout Norfolk. The appointment service can be provided at your work place, your home or at a place of your choosing. Offering long term, financial planning in confidence and comfort is the way that Kate continually delivers best-in-class customer service.
Kate Walker Financial Planning Consultant at a glance:
Previously a branch manager at Woolwich (Barclays Bank Plc) and Norwich & Peterborough Building Society, Kate is fully qualified, over and above the statutory requirements in her fields. Currently a financial planning consultant with The David Hewson Practice LTD. The David Hewson Practice Ltd is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Buy to Let Mortgages are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
A fee of a maximum of £1000 or 1% of the loan amount, if greater, is payable on completion. Typically this will be £399.
Kate has been my financial advisor for the last 2 years. She is knowledgeable, and reliable. Working for an independent advisor means she is not tied in to one company and is able to offer an individual...
Kate helped us find a great mortgage followed by fantastic service! Kate is extremely professional and will always go that extra mile to help. Thank you so much for everything you've done!
Kate managed to sort out a great Re-Mortgage deal for us, with a wealth of financial information available at her fingertips. Really took the stress out of everything as Kate dealt with all the paperwork...
Great advice, professional and good service made our remortgage hassle free! Definately recommend Kate to anyone looking to make remortgaging easy.
I found Kate to be very professional, efficient and most importantly easy to deal with. She has a very friendly and approachable personality and her advice is first class. I had Kate recommended to me...
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