Kate Davis is a fully qualified, Independent Financial Adviser with 30 years’ experience in the industry and is the director of Kingsmead Wealth Ltd, based in Andover and surrounding villages. Kate can offer you bespoke independent advice on all areas of financial planning including investments, pensions, protection and inheritance tax planning needs.
Kate says: “Throughout my career as a financial adviser, I have enjoyed building strong, long term relationships with my clients. I believe that trust and honesty are the key to providing personalised, quality advice. I specialise in investments and pensions, and through the use of detailed cash-flow planning, I can show you how your financial provisions are on track to meet all your future needs, and work with you by providing bespoke advice and guidance to address any shortfalls you may have. During our annual reviews, we can check your progress and make any changes necessary to keep you on target, as well as adapting to any changes in your own situation.”
Kingsmead Wealth Ltd is an appointed representative of Vision Independent Financial Planning Ltd and the combination of Kate’s commitment to customer service and expert knowledge, with the business support offered by a close relationship with the Vision group means that her clients can be assured of the highest level of financial advice.
The Lifestyle Card was established in 2018 in our hometown of Andover, Hampshire. Having worked within HR, Education & Health for a combined 50 years, we have the knowledge and expertise to know what drives employee engagement and customer loyalty. After the local success we have expanded our coverage to national locations, enabling us to provide a service for all clients and creating opportunities for local business nationwide.
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