Kate is a senior wealth administrator based in Plymouth working specifically with chartered financial planner Graham Westhall who serves clients in Devon, Cornwall, Hampshire and Surrey.
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 will process this expediently and professionally. Kate’s focus is to ensure that Graham’s clients receive an excellent experience from beginning to end, every time.
Experience and background
Kate has been involved in financial services for many years and has a deep understanding of wealth administration. With a background in high street banking and Independent Financial Advice firms, Kate is a highly experienced member of our administration team.
Kate works in partnership with Graham and the relevant product providers to ensure a seamless service is provided to you, our client, keeping you up to date throughout the process. Kate provides that additional point of contact for you, ensuring any questions you may have are responded to promptly.
Kate is based in Plymouth and works with TFA Independent Financial Adviser & Chartered Planner Graham Westhall who has clients throughout the South and South West of England.
You can contact Kate Yates on 01752 349278. Or you can complete our enquiry form below and Jade will respond to you as soon as she can.
You can contact Kate Yates on 01752 349278 or complete our enquiry form.
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