Kate Holland-Smith

Kate Holland-Smith

Firm Manager & Financial Planner
DipPFS, MA (Oxon), BA (Oxon)

Kate is a Financial Planner and our Firm Manager. She is an alumnus of the University of Oxford and started her career in finance working for one of the “Magic Circle” law firms in London, before moving back to Bristol to be closer to her family. She is a Trustee of an educational Endowment Fund, Director of Bristol Achieve CIC (a community interest company supporting disadvantaged young people in Bristol to succeed in ambitious pathways) and Chair of the Old Cliftonian Society. Outside work, Kate enjoys spending time with her husband, three children and their pet cockerpoo “Alfie”. In any spare time, you will find her attending live music and film events or enjoying Bristol’s foodie scene.