Kate has worked in financial services since 2004, starting out as a Mortgage Adviser and later becoming a Financial Adviser.
Today, she is a holistic Financial Planner. Kate specialises in understanding what clients want to achieve and putting their goals into a plan of action. If financial organisation isn’t your forte, Kate can handle all the paperwork for you and get you on the right track. If you’re organised but don’t know quite where to begin, Kate can put your hard work into an actionable plan.
Kate is passionate about providing clear, jargon-free advice that enables people to concentrate on living their lives rather than worrying about the future.
Rest & play
Kate lives with her husband, their three children and their dog. As a busy working mum, her spare time really is all about family.
She spends as much time as she can with them, swimming, going for walks and adventuring in the Dales. Holidays to Cyprus are also a family favourite.
Aside from that, Kate can often be found studying. She is always working to expand her knowledge and is hoping to attain Chartered status soon.
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Kate’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Kate’s.
- My children’s smiles
- Long walks with my dog
- Bad attitudes
- Ice cream
- Diets (= no cake!)
An interview with Kate
What do you love most about your job?
“I actually just love my job! I am so lucky to have a group of clients that I look forward to seeing each year and throughout that year, ensuring their needs and goals are the focus of my daily work life. Also, working alongside Gary and Abigail is so inspiring. We’re like a family that actually do get along!”
What has been your proudest moment as a Financial Planner?
“Seeing a client brought to tears out of sheer contentment that they have someone like us to hold their hand every step of the way. They were just so happy that they have someone to deal with everything for them and tell them, yes, it is okay – you don’t need to go to work tomorrow!”
Which client case was your most memorable?
“I have some clients who were pending retirement; the wife wasn’t ready to retire, she loved her job, but the husband was not in the best of health. He was okay to work, but in the long term, he would be unable to enjoy those once-in-a-lifetime holidays and experiences that he and his wife had worked for all their lives. I came up with a financial plan for them which meant they could continue to work, but also start achieving their retirement and holiday goals early. Five years in, they have now visited everywhere on their bucket list and are starting the list again!”
What Kate’s clients say
I have had nothing but the best advice from Kate Boon over the last 12 years, in relation to mortgages, investments and financial planning for later life. She’s always down to earth in her approach, but very knowledgeable and a real professional.
A client since 2012
We have been with Lifeplan for a few years now. Kate has been brilliant in helping us understand our level of risk and planning for retirement. Before we spoke to Kate, it was always something we would just say we’d get around to at some point! It’s really important to have a plan and I feel more secure about our finances now.
A client since 2015
Kate is my financial consultant and has put a lot of work into my investments recently, making it very clear how it has been invested and where. This appears to be honest, up-to-date advice from someone who clearly knows the markets. I receive pleasant, friendly service, in a nice modern office also.
A client since 2015
I contacted Kate to review my pension arrangements, with a view to changing my then pension provider. She helped and advised me on what I currently had, and helped find something better for my current and future needs. Obviously, it’s too early to say, but Kate clearly explained and showed me on the software what my pension could be like when it comes to retirement under various scenarios.
A client since 2008