Director & Owner

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:

• Wealth Management
• Investments
• Pensions
• Mortgages
• Protection
• Wills
• Equity Release

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!!!

Director

Greg is a director at RPUK ltd and is married to the company owner Kate.  Greg is a retired police officer who joined the company two years ago to manage the mortgage team and compliance within  RPUK Ltd.

Following a change in his career Greg is studying for his qualifications in all aspects of financial services.

Like Kate, Greg is kept busy by their two children who love sport and performing arts.  Throughout the year Greg enjoys cycling and keeping fit, Greg’s favourite season is the winter when he is able to pursue his love of snowboarding.

Office Manager

Jenny is the office manager which encompasses many important roles within RPUK ltd.  After successfully completing her degree in sociology Jenny joined the audit commission. Jenny is one of life’s doers and is never satisfied with sitting still, with three sporty boys Jenny managed to find the time to qualify in book keeping and joined RPUK to cover maternity leave in 2009 and has never looked back.

With Jenny’s experience of business and qualifications her role has evolved into one of staff management, accounts and book keeping.  Jenny is an integral part of RPUK Ltd.’s day to day running.

At home Jenny is super busy with her three boys who are actively involved in different sports.  To relax Jenny enjoys walking her dog Bruno and reading.