Kate is the director in charge of financial services heading up a team of twelve dedicated individuals. She holds the prestigious Chartered Financial Planner qualification and is also an Associate of the Personal Finance Society.

Kate has been with Milne Craig since 1995, previously working with Ernst and Young and NPI.

Kate and her team offer detailed personal investment reviews and advice on corporate benefit packages. The team carry specialised qualifications to provide a full retirement planning service and investment advice spanning Self Invested Pension options (SIPPs and SSAS), ISAS, bonds, investment and unit trusts, and mortgages. She has developed considerable experience in property based SIPP work for family business opportunities.

Email: kate.brown@milnecraig.co.uk

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