Kathleen Teles
I believe good financial planning starts with understanding people, not just numbers. Helping others has always been something that comes naturally to me, and I take great satisfaction from guiding people through important decisions and helping them achieve the things that matter most to them. For me, financial planning is about taking the time to understand your circumstances, priorities, and aspirations, then creating a strategy that supports the life you want to achieve.
My approach is centred around seeing the bigger picture, exploring your goals, challenges, and opportunities before providing guidance that is tailored to you. I enjoy helping clients step back and see things from a different perspective, often highlighting opportunities or considerations they may not have thought about. Whether you are planning for retirement, building and protecting your wealth, or navigating important financial decisions, my aim is to provide clarity and reassurance, helping you move forward with confidence.
I hold the Level 4 Diploma in Regulated Financial Planning and am currently working towards Chartered status, reflecting my commitment to maintaining high professional standards and continually developing my expertise.
Outside of work, I am a family-focused person who enjoys spending time with loved ones and travelling. I bring the same care and dedication to my client relationships, building strong connections and being there as your goals and circumstances evolve over time.
Get in touch