Catherine Ross Email & Phone Number
Head of Adviser and Client Services @ Abbey Wealth
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Catherine Ross Location
- Marbella, AL, ES
Catherine Ross Work
- 2024 -now Head of Adviser and Client Services @
- 2023 -2024 Financial Services Consultant @
- 2019 -2023 Head Of New Business @
- 2019 -2019 Head of Pension Administration @
- 2018 -2019 Personal Assistant to COO @
- 2017 -2018 Senior Pension Administrator @
- 2017 -2017 Existing Business Pension Administration @
- 2010 -2016 QROPS @
- 2000 -2001 PR Consultant @ PR -
- 1998 -2000 UK Partner Sales @ Lotus IBM
Catherine Ross Skills
- QROPS
- Wealth Management
- Financial Advisory
- Portfolio Management
- Savings
- Strategic Financial Planning
- Investments
- Asset Management
- Inheritance Tax Planning
- Pensions
- Investment Advisory
- Financial Services
- Wealth
- Retirement Planning
- Valuation
- Sales
- Wealth Management Services
Catherine Ross Summary
- Catherine Ross, based in Marbella, AL, ES, is currently a Head of Adviser and Client Services at Abbey Wealth. Catherine Ross brings experience from previous roles at Emily Wealth, Fiduciary Wealth Management Limited, Atlantica Wealth LLC and Woodbrook Group. With a robust skill set that includes QROPS, Wealth Management, Financial Advisory, Portfolio Management, Savings and more. Catherine Ross has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Abbey Wealth Employees
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Head of Adviser and Client Services
Marbella, AL, ES
Jordan Brown
Junior Financial Adviser
Marbella, AL, ES
Matthew Dipfa
Senior Wealth Manager
Marbella, AL, ES
Victor France
Chief Executive Officer
Dublin, IE
Lee McDougall
Client Services
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Lisette Hewin
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Ruan Qfa
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