Prior to joining the financial services industry, Kate studied at Worcester University and graduated with a BSc (Hons) in Sport and Heath Sciences. In 2000 Kate joined her father in the family business and began furthering her career to qualify as an independent financial adviser.
Kate took over the business in 2011 upon her father’s retirement and has developed the business into new area’s and recruiting staff for the expanding teams within RPUK Ltd. RPUK continues to flourish and RPUK’s policy and ethos of being a family firm focused on client’s needs and interests is borne out of Kates mindset. It is best illustrated by the strong relationship Kate has with her clients after 17 years of advising.
Kates breadth of knowledge and qualifications enable her to advise in the following areas:
An instinctive quality Kate has is the need to better herself, with a strong emphasis on her personal development. Kate is currently studying her final exams to become a Chartered Financial Planner.
Away from work Kate has two very active children keeping her busy. In her brief moments of respite Kate loves going to the gym, visiting the theatre and enjoying a gin or two with family and friends!!!
Shaun is an paraplanner and advisor. Shaun is an experienced advisor having worked in the financial services industry for 25 years. Shaun began his career with one the largest insurance companies in the UK before joining RPUK ltd in 2013.
Shaun is a member of the Chartered Insurance Institute and Personal Finance Society. As well as being a paraplanner providing technical support and researching issues for Kate he works with a range of clients advising on matters of wealth and pensions. Shaun continues to broaden his knowledge with his studies in specific areas of finance. Shaun is currently studying for his final exams to become a Chartered Financial Planner.
Shaun has two adult children and lives with his wife. Together they enjoy travelling around the UK which allows Shaun to pursue two of his passions, watching cricket and Arsenal football club with his son.
Natalie is a senior administrator and personal assistant to RPUK Managing Director Kate.
Natalie joined RPUK ltd in 2007 and recently celebrated her tenth anniversary with the company. Her current role is administrator for Kate, a busy role which sees Natalie performing administrative duties across a range of areas within the company and when needed Natalie will assist the paraplanning team.
Natalie is a mother of two young children, which keeps her busy. To ensure Natalie has a work life balance she has reduced her working hours to part-time. Out of work Natalie enjoys retail therapy, socialising with friends and family whilst supporting the wine industry.
Daniel originates from Staffordshire, is married with two children and recently joined the investment team. Daniel enjoys spending time with his family, attending music concerts around the UK and holidays to the coast. Two of his family’s favourite locations are Devon and the Lake District. Dan is currently studying to broaden his extensive knowledge and in support of his experience.
In addition to her two years of industry experience Kirsty has achieved the Level 3 Financial Services Administrator certificate. As part of her continued development Kirsty is studying for the Level 4 diploma in Financial Planning to increase her knowledge in support of the investment team.
When not at work Kirsty enjoys strength training at the gym, Yoga, socialising with friends, food and live music.