Kate Wellock | Financial Advice Cardiff
Kate Wellock

Kate Wellock

Client Relationship Assistant

Kate’s friendly and approachable personality comes from her background of being a former teacher, which has enhanced her role as our Client Relationship Assistant.


Kate is actively involved in the Client Journey, liaising with clients on a day to day basis and focusing on putting their needs first. Kate also supports the Penguin Team to keep the business driving forward, with new and exciting ideas.


Kate is a dedicated and motivated individual, she has her own Avon business, has a passion to travel far and wide, and loves playing netball.

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Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

Pembrokeshire Office
County Chambers, Warren Street,
Tenby, Pembrokeshire,
SA70 7JS

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