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Kate Burton

Kate completed a degree in Economics from Birmingham University before joining Saunderson House as a trainee in 2013. Since then she has developed her knowledge and expertise to help clients and their families to tackle the complexities of dealing with their finances, guiding them through some difficult decisions and helping them to meet their financial goals.

Kate is especially focused on building long term relationships with her clients, understanding their objectives and responding quickly to their needs.  Kate enjoys mapping out financial strategies for clients as their circumstances change, helping them to successfully navigate their portfolios and assets through wealth generation during their career, into retirement and ultimately planning for subsequent generations in a tax efficient manner.