Kat Phillips

Kat began her financial planning career in 2020, a year she remembers not for COVID but for starting her journey in this field. With a background in teaching, Kat brings a strong belief in empowering clients through knowledge, providing them with the tools to take control of their financial future where she joined the Insight team in 2021.

Kat is a key member of our Client Administration – Implementation team, providing hands‑on support and oversight throughout the implementation of advice documents and strategies. She ensures every recommendation is actioned accurately and keeps clients informed at each stage of the process, delivering a seamless and confident client experience.