Kate is the director of our financial services division heading up a growing team of over fifteen 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.
Kate and her team offer detailed personal reviews and advice on retirement planning, with particular emphasis on owner managed businesses. We provide a full review service and cash flow planning for individuals mapping out their financial journey. The team has considerable experience in property based SIPP work for family business opportunities and advising businesses on corporate benefit packages to encourage staff retention.