Kate Howells

FINANCIAL PLANNER

Chartered FCSI

Kate joined BRI in May 2010 and works as a Financial Planner. Kate holds the Level 6 Private Client Advice & Investment Management Qualification and also the Level 6 Certificate in Advanced Financial Planning. At BRI, Kate looks after and advises on portfolios including Investments, ISAs, Pensions (SIPPs and SSASs), Trusts, and Charities.

Outside of work

Do you support any clubs/teams? Who and why?
For my sins I am an avid supporter of Aston Villa Football Club. They are a local club with great history and so I am always delighted at any opportunity that arises to go and watch them play at Villa Park.

If you could travel anywhere, where would you travel to, and why?
There is so much of the world to go and explore and there are simply too many places on my travel bucket list to narrow it down to one. I’m tackling this by aiming to travel to at least one new country each year.