Before devoting her work full time to financial services, Kate held several roles including P.A to the scribe and calligrapher to the Crown Office, a procurer of energy and most importantly, mother.

Kate’s involvement in financial services extends beyond 20 years in a variety of roles including: business development, management and financial support. The wealth of experience she brings to Aevitas makes her an important member of the team.

Kate’s focus is absolutely client centred and service driven. Her empathy and caring nature has helped her build and maintain long-term client relationships and this, with an effective work-ethic, is key to ensuring the high-level of service provided to clients’ is preserved.

Away from the business Kate loves nothing better than to walk her two retrievers through the Monmouthshire countryside, where she shares her family home with her daughters and husband Dean.