Kate Straker

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.