Kate graduated from Worcester University with a BSc (Hons) in Sport and Health Sciences before embarking on a career in financial services. In 2000, she joined the family business alongside her father and began her journey to qualify as an Independent Financial Adviser.

When Kate took over the business in 2011 upon her father’s retirement, she made it her mission to honour his legacy while taking RPUK Ltd into an exciting new era. With passion and determination, she expanded the company into new areas, built a dynamic team, and strengthened its foundation as a trusted family-run firm. Her father watched with pride as she grew the business beyond what either of them could have imagined, carrying forward his values while making her own lasting mark.

Kate’s deep knowledge and impressive qualifications allow her to advise across a wide range of financial areas, including wealth, investments, pensions, mortgages, protection, wills, and equity release. Her strength as a business owner lies not just in her technical skills but in her approach – empathetic, personable, and committed to putting clients first. These qualities, combined with over 25 years of experience, have helped her form long-lasting, meaningful relationships with her clients. They trust her not only for her expertise but because she genuinely cares.

Outside of work, Kate and her husband Greg, also a director at RPUK, juggle the joys of parenting two children. In her rare moments of downtime, Kate enjoys hitting the gym, catching a good show at the theatre, and winding down with a well-deserved gin or two with family.