Kate Nugent
Specialising in Investment Planning, Tax and Estate Planning and Later Life Planning, Kate has built a successful business through networking and personal recommendations as a result of providing excellent service and bespoke solutions for her clients. Kate is an accredited member of the Society of Later Life Advisers (SOLLA).
About
Kate has been in the financial services industry since 1973 and a Director of KG Associates since 1996. Kate’s level of experience combined with her high degree of technical expertise enables her to offer clients innovative solutions to their often complex and diverse financial needs.
Kate is married to James and together they have three sons. She enjoys spending time with her family and visiting friends. Her other hobbies are travelling, reading, music and theatre.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
