Kate Pierce
Chartered Financial Planner
Profile:
Kate joined Parker Kelly Financial Services in 2024 after spending 22 years at Chadwicks IFA, where she progressed from paraplanning into advising. With 25 years of experience, Kate brings a wealth of knowledge and expertise to her role.
As a Chartered Financial Planner and Fellow of the Personal Finance Society, she is passionate about delivering independent financial advice to both individuals and businesses. Kate specialises in retirement planning but is experienced across all areas of financial planning.
She believes it is a privilege to help clients realise their financial ambitions and personal goals, while ensuring they can enjoy their wealth along the way. For Kate, the most rewarding part of her work is building longstanding relationships and guiding people through the everchanging financial landscape with clarity and confidence.