Kate Yates

Administration Manager

Kate is our Administration Team Manager and works from our Plymouth Office. Kate is also a Senior Wealth Administrator working with Plymouth based Chartered Financial Planner Graham Westhall.

Whether it’s processing documentation for a new investment application, assisting with top-ups and withdrawals for existing pensions or preparing a client review pack, Kate and her team will process this expediently and professionally. Kate’s focus for her team is to ensure that our clients receive an excellent experience from beginning to end, every time.

Experience and background

Kate has worked in financial services for a number of years and brings a wealth of administration knowledge to the team.

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Locations covered

Kate is based in our Plymouth office on Langage Business Park and can be contacted below.

You can contact Kate Yates on 01752 349263 or complete our enquiry form.

Send a Message to Kate Yates

Get in touch to contact this staff member directly.

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