Testimonials
Read some of the feedback received from clients.Kathryn not only offers me advice about my money, tailoring her management to my personal needs and concerns, she also gives me genuine reassurance for the future. Having little knowledge about economics myself, I needed to find someone both competent and trustworthy. I can honestly say that I ...
When you need help to make your finances work in your favor we all want honesty, integrity, professional competence and someone you can fully trust to work in your best interest. Working with Kath over a number of years, she has given us all of these. Her guidance, solid financial advice to mee...
We can always rely on Kath to give the best advice tailored to our needs. She's only ever a phone call away for queries and she genuinely cares about her clients; even sponsoring our daughter in her ambition to become an actress... That's what I call going the extra mile.
At my first appointment with Kath, I presented reams of pension paperwork accumulated over 40 years, from several providers. I needed all this analysed to establish if I able to retire early. Kath was not fazed and undertook this task diligently and professionally, with a result that was thankf...
When I became a widowed parent in my forties I didn't know where to go for financial advice. Fortunately a colleague recommended Kath and I am very grateful she did. Kath visits me at home regularly, she is compassionate. Explains things thoroughly and allows me plenty of time to make informed ...
An amazing financial adviser, sensible, supportive and exceptional advice. Always has time to listen and is interested in the family unit. A big plus, is that she is in contact approximately every three months which is very reassuring. (A big thank you.) I would not hesitate in recommending thi...
Kath is an excellent financial adviser, her knowledge and more importantly to me, the way she explains matters in a simple concise manner, is superb. She is the only person I would go to, to discuss finances and for advice relating to my personal and business financial matters. I will continue ...
Kathryn Wilkinson puts the client at the heart of her business. Kathryn guides both myself and my parents through the complex world of financial planning, we have totally different needs and ambitions. Kathryn's advice is tailor made for the individual, totally customer focused and dedicated to...
Kath Wilkinson is our mighty money maid! A safe pair of hands, making financial matters easy to understand. Her personal touch is making all the difference. We have financial peace of mind allowing us to get on with all the other things in life.
I have been with Kath and her team now for years. In that time, I have had regular contact and advice that has proven to be sound and of good financial benefit to me. I know Kath has grown her team to add to client support and service. I would and do recommend Kath to anyone. I know she has her c...
