Kate joined Citrus Financial in 2025, bringing with her valuable experience from a fast-paced, client-facing retail environment. Her background has given her a natural ability to deliver outstanding customer service, something she now brings to every interaction with our clients.

A graduate of the University of York, Kate is eager to build a career in financial services, and we’re proud to support her as she takes this important first step.

In her role as Client Services Administrator, Kate plays a vital part in the day-to-day support of our advisers, helping them deliver the highest standard of service. She’s often the first person a client speaks to when they call the office, and her calm, can-do approach helps ensure every client feels valued and well looked after.