Kathryn Shears Email & Phone Number

I am a Financial Planner and Director of Kathryn Shears Financial Planning. I have satisfied rigorous criteria relating to professional qualifications and ethical good practice obtaining my Level 4 Diploma in Financial Planning. It means you can be confident that I am wholly committed to providing you with the best possible advice.The opportunity of being a Financial Planner is a dream come true, I've aspired to pursue this career since 2018 when my journey into financial planning started. Following a short pause in my career following having my children, I am extremely delighted to be back on my chosen career path. I have always been passionate about helping people achieve their goals no matter what that may be. I am here to help my clients understand their life goals and aspirations and simplify the complexity of finance. I typically help my clients plan towards their financial goals and potential, whether that is personally or within a business. • Pension Planning• Investment Planning• Protection Planning• Goals-based financial planningBook a no obligation coffee chat with me today ☕ and let me help you unlock your financial potential……But my services don't stop there. I also make sure that my clients are properly insured in case of death, critical illness, or inability to work due to accident or sickness. My goal is to not just secure the best mortgage deal for you, but to also provide you with peace of mind.🔥💪 Let's make it happen! 🏠💰💼In my spare time, I enjoy spending quality time with my husband and children. We love to spend as much time outdoors as possible and travelling to visit new places. My husband and I enjoy socialising with friends and trying new restaurants. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Your home may be repossessed if you do not keep up with repayments of your mortgage.The Partner Practice is an Appointed Representative of and represents only St. James's Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St James's Place Partnership' and the titles 'Partner' and 'Practice Partner' are marketing terms used to describe St James's Place representatives.