LOCAL FINANCIAL ADVISER RANKED AMONG BEST IN NORTH EAST
CONSETT, Durham, Weardale and Hexham based financial adviser, Kate Boon, has been ranked
among the most highly-rated in the North East, based on the strength of their client feedback.
Kate Boon from Fir Tree, appeared in VouchedFor’s 2025 Top Rated Financial Adviser Guide,
which was distributed in The Times this month. She qualified as ‘Top Rated’ after her clients
reviewed and rated her services on VouchedFor, the UK’s leading review site for financial advisers.
The site enables people looking for advice to find a recommended professional. You can search
for an adviser free of charge based on location and services provided.
Kate Boon, who was educated at St John’s RC school in Bishop Auckland and is an adviser at
Lifeplan, said “There are nearly 40,000 financial and mortgage advisers in the UK, so I’m incredibly
proud to have been featured in this exclusive list. Even more so, because I’ve been selected thanks
to my clients. It means a lot that they’ve gone out of their way to support me, and I’d like to thank
them all.”
To qualify as Top Rated, advisers must be endorsed by at least ten clients, receive an average star
rating greater than 4.5 out of 5, and pass VouchedFor stringent checks.
Alex Whitson, Managing Director of VouchedFor, said, “the 2025 Top Rated Guide recognises the
financial advisers and coaches who are doing brilliant work for their clients. All the advisers who
qualify should be incredibly proud of their achievement – and the great work they do for their
clients.”
Kate Boon DipFA CeMAP has qualified for this feature for the last 6 years in a row!’ she can be
contacted at Lifeplan Financial Management Ltd Tel: 01207 297100 or 01434 620 193
Website: https://www.lifeplanfm.co.uk/
Email:
