Global Site
Argentina Aruba Barbados Bolivia Brazil Canada Cayman Islands Chile Colombia Costa Rica Curacao Ecuador El Salvador Guatemala Honduras Mexico Panama Paraguay Peru Puerto Rico Saint Martin Suriname United States Uruguay Venezuela
Afghanistan Australia Cambodia China Hawaii Hong Kong India Indonesia Japan Macau Malaysia Maldives Mongolia Nepal New Zealand Pakistan Philippines Singapore South Korea Sri Lanka Taiwan Thailand Vietnam
Albania Andorra Armenia Austria Azerbaijan Belgium Bulgaria Croatia Cyprus Czech Republic Denmark Estonia Finland France Georgia Germany Greece Hungary Ireland Italy Kazakhstan Kosovo Latvia Liechtenstein Lithuania Luxembourg Malta Moldova Montenegro Netherlands Norway Poland Portugal Romania Serbia Slovakia Slovenia Spain Sweden Switzerland Tajikistan Turkey Ukraine United Kingdom Uzbekistan
Algeria Angola Bahrain Côte d’Ivoire Egypt Ghana Iraq Israel Jordan Kenya Kuwait Lebanon Liberia Mauritius Morocco Mozambique Nigeria Oman Qatar Saudi Arabia Senegal Sierra Leone South Africa Syria Tanzania Togo Tunisia Uganda United Arab Emirates Yemen
Contact Us
home About Us Our People
Kate Evans

Kate Evans

Financial Planning Support Coordinator
Cheltenham
My office information
0124 223 4421
I have worked for a small, limited company for over 10 years growing to Financial Manager where I gained knowledge and experience within the company. I joined Crowe Financial Planning UK Limited in June 2023 as a Paraplanner Support Associate and look forward to learning more and progressing my career.

About me

What’s the best thing about Crowe Financial Planning?
The drive for quality, professional, accurate and timely service, driven by some amazing teamwork is truly inspiring.
Tell me about your role?
As a Paraplanner Support Associate, I provide support to the Paraplanning Team in all administrative duties that are associated with the preparation of advice delivery.
What is important to me when delivering client service?
Delivering quality with support to the Financial Planning team in a timely manner.
What do you enjoy most about your role?
Supporting the Financial Planning team, having the opportunity to grow and learn more, the team are lovely and very welcoming.
What matters to you most in three words?
Family, Friends, Honesty.