Kate Brown

Kate joined Azets Wealth Management in 2024, having previously been with Milne Craig recently acquired by Azets. Kate has over 30 years' experience and holds the Chartered Financial Planner qualification and is an Associate of the Personal Finance Society.

Kate heads up a local team of 15, providing private clients with detailed personal reviews and advice on retirement planning, with particular experience on advising owner managed businesses. The team has considerable expertise in property-based SIPP work for family business opportunities and advises many businesses on corporate benefit packages to assist with staff retention.

Kate and her team can provide a full review service and cash flow planning for individuals mapping out their financial journey.