Kate Mcsi Email

PFS Practioner Panel @ Personal Finance Society

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Kate Mcsi Location

Newquay, GB

Kate Mcsi Work

2022 - now PFS Practioner Panel @ Personal Finance Society
2020 - now Director and Chartered Financial Planner @ Themis Wealth Management
2016 - now Treasurer Trustee and Director @ Age UK Cornwall & The Isles of Scilly

2015 - now Examination Question Writer and Education Officer @ Chartered Insurance Institute
2016 - now Chartered Independent Financial Planner and Director of Gannon Wealth Management @ Age UK Cornwall & The Isles of Scilly
2016 - 2020 Chartered Financial Planner @ Manning and Company
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2008 - 2014 Vice President @ Barclays Wealth
2015 - now Managing Director @ GANNON WEALTH MANAGEMENT LIMITED
2014 - 2016 Senior Consultant @ Premier Wealth Planning
1999 - 2014 Private Banker Authorised and investment Manager @ Barclays Wealth

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Kate Mcsi Education

Chartered Insurance Institute

Kate Mcsi Skills

Alternative Investments
Estate Planning
Financial Advisory

Personal Pensions
Independent Financial Advice
Banking
Financial Planners
Pensions
Fixed Annuities
SIPP

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Kate Mcsi Summary

Kate Mcsi, based in Newquay, GB, is currently a PFS Practioner Panel at Personal Finance Society. Kate Mcsi brings experience from previous roles at Themis Wealth Management, Age UK Cornwall & The Isles of Scilly and Chartered Insurance Institute. Kate Mcsi holds a Chartered Insurance Institute. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Personal Pensions, Independent Financial Advice and more. Kate Mcsi has 3 emails on RocketReach.

Kate Mcsi Emails

Found 3 emails

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