Kate Wetherall - Head of Research

Kate’s specialism is in using and manipulating our financial planning software ‘Voyant’. She builds, evolves, and maintains each of our clients’ cashflow models, which act as the financial roadmaps that plot out their life goals. Each of these is bespoke and built from the ground up, so with one for each household we work with, that makes for nearly 100 different plans, all with many moving parts, so no mean feat. Much of this work goes on behind the scenes, but also live in client meetings, as we discuss and develop strategies, whilst trialling different scenarios on the fly.

Fortunately, as a former management accountant turned research analyst, Kate enjoys working with numbers and systems, with a meticulous eye for detail  (honestly, we can’t get away with anything when she’s around). She carries out regular analysis of our clients’ investment portfolios, maintains our client portal, whilst researching new technology and products that could benefit our clients and our business. Kate is also responsible for the business budgets, P&Ls and forecasts.

In the twelve years prior to joining Wetherall’s, Kate worked for Aviva, before joining financial planning and asset management firm Castlefield Partners. She holds the CIMA Diploma in Management Accounting and is currently studying towards her Diploma in Regulated Financial Planning.

Outside of business, Kate is a creative soul, with a passion for cooking, interior design projects and property renovation. Her knowledge of plumbing, electrics and structural engineering gives your average tradey a run for their money and she loves nothing more than tearing down walls or rooting around in crawl spaces and lofts. When she’s not covered in cobwebs and brick dust, she loves to holiday in hot climates. Being surrounded by sun and sand recharges her batteries (mojitos also help), with the Maldives being a particular favourite.