Newly qualified - Kate Barnett

Kate Barnett joined Birkett Long in January 2014 as a trainee paraplanner, having previously worked in the legal team at the Financial Services Compensation Scheme (FSCS).

With Birkett Long's encouragement and support, Kate progressed quickly through the six Chartered Insurance Institute (CII) exams to gain the Diploma in Regulated Financial Planning. She qualified as a financial planner in November 2015.  Kate also has a law degree and is now one of our four financial advisers and a very valuable member of the team. 

Working closely with experienced financial planning managers at Birkett Long has provided Kate with an excellent platform from which to learn and build on her qualifications.

Since joining us, Kate has also renovated a house and organised her wedding!  When she does get some spare time, Kate enjoys cooking, reading and running, and has completed two half marathons.

Kate Barnett
01206 217309
kate.barnett@birkettlong.co.uk