Kate Fpfs's Location
Truro, Cornwall, United Kingdom
Kate Fpfs's Work
- PFS Practioner Panel @ Personal Finance Society
- Director and Chartered Financial Planner @ Themis Wealth Management
- Treasurer Trustee and Director @ Age UK Cornwall & The Isles of Scilly
- Chartered Independent Financial Planner and Director of Gannon Wealth Management @ Age UK Cornwall & The Isles of Scilly
- Managing Director @ GANNON WEALTH MANAGEMENT LIMITED
- Examination Question Writer and Education Officer @ Chartered Insurance Institute
- Chartered Financial Planner @ Manning and Company
- Senior Consultant @ Premier Wealth Planning
- Vice President @ Barclays Wealth
- Private Banker Authorised and investment Manager @ Barclays Wealth
Kate Fpfs's Education
- Chartered Insurance Institute
Master's Degree (Financial Planning and Services)
- Cisi
Private Client Investment Advice and Management (Chartered)
Kate Fpfs's Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Personal Pensions
- Independent Financial Advice
- Banking
- Financial Planners
- Pensions
- Fixed Annuities
- SIPP
Kate Fpfs's Summary
Kate Fpfs, based in Truro, Cornwall, United Kingdom, is currently a PFS Practioner Panel at Personal Finance Society, bringing experience from previous roles at Themis Wealth Management, Age UK Cornwall & The Isles of Scilly and GANNON WEALTH MANAGEMENT LIMITED. Kate Fpfs holds a Master's Degree in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Personal Pensions, Independent Financial Advice and more, Kate Fpfs contributes valuable insights to the industry. Kate Fpfs has 1 email on RocketReach.
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