Chase de Vere
Kate Straker, DipFPS CeMAP CeRER, is an experienced financial professional currently serving as a Senior Manager at Chase de Vere since December 2023. Previously, Kate held the position of Principal Financial Planner at Straker Financial Planning from November 2021 to November 2023, focusing on helping clients identify and achieve their financial goals through personalized planning. Kate also served as an Associate Partner at St. James's Place Wealth Management, a prominent UK wealth management organization. Additionally, Kate has been a Director at KAMA FINANCIAL SOLUTIONS LTD from September 2006 to November 2023. Kate's educational background includes a Level 4 Diploma in Regulated Financial Planning from the Chartered Institute of Insurance and Level 3 diplomas in Mortgage Advice and Practice and Regulated Equity Release from the London School of Business and Finance.
This person is not in any teams
Chase de Vere
At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result. The freedom to advise objectively • We are free to create financial plans that are totally unconstrained by any obligation – other than to our clients • From investment management and estate planning, to employee benefits and business advice, we offer solutions that are drawn from the whole market • We give each solution careful consideration and only then recommend one that is right for you and your situation • We are a team, but we think and act independently. This helps us give a more considered, creative and sometimes non-obvious solution. About us • We are one of the country’s leading independent financial advisers • We offer wide national coverage with regional offices and over 200 independent financial advisers and about 250 technical and back-office specialists • Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.