Kate Thurman

I believe that the role of the Wealth Planner is to give clients and their families confidence that their wealth will endure and have a meaningful impact not only on their lives, but beyond. This is only possible by building strong relationships and developing a deep understanding of what is important to them, and this is what I enjoy most about my role.

Having started my career in Investment Management, for the last 12 years I have specialised in Wealth Planning with a particular passion for pensions. I have worked within large Private Banks such as Barclays Wealth, Brown Shipley and Coutts and most recently as an Independent Financial Advisor for Pannells Financial Planning.

I am a Chartered Financial Planner and member of the Chartered Institute of Securities and Investment.

Outside of working hours I am a keen trail runner, having completed races across the UK and Europe - combining my love of hills and mountains with a wanderlust for new places.