Kate is responsible for the day‑to‑day oversight of Dupree & Co, ensuring the business operates smoothly and that high standards of advice and customer care are consistently maintained.
Kate works closely with the adviser team to support them in delivering clear, professional, and compliant advice.
Her role helps make sure every client experience reflects the values Dupree & Co is built on.
Behind every piece of advice is a dedicated support team working to make everything run smoothly. From managing paperwork to liaising with lenders, solicitors and providers, they help keep your application on track and ensure nothing is missed.
Their attention to detail and commitment to excellent service means you can feel confident that your journey is being carefully managed every step of the way.
Kate is responsible for the day‑to‑day oversight of Dupree & Co, ensuring the business operates smoothly and that high standards of advice and customer care are consistently maintained.
Sheila joined Dupree & Co in 2021 and has worked in the industry for 30 years.
Jay manages a team of mortgage administrators, working with our advisers to look after the mortgage cases once they’ve been submitted to the lender, through to completion.
Rhys is a highly versatile member of our team, providing valuable support to both our mortgage and protection advisers.
