Kate Mcsi Email
PFS Practioner Panel @ Personal Finance Society
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Kate Mcsi Location
- Newquay, GB
Kate Mcsi Work
- 2025 -now PFS Member Director @
- 2022 -now PFS Practioner Panel @
- 2020 -now Director and Chartered Financial Planner @
- 2016 -2020 Chartered Financial Planner @
- 2016 -now Chartered Independent Financial Planner and Director of Gannon Wealth Management @
- 2016 -2025 Treasurer Trustee and Director @
- 2015 -now Managing Director @
- 2015 -now Examination Question Writer and Education Officer @
- 2014 -2016 Senior Consultant @ Premier Wealth Planning
- 2008 -2014 Vice President @ Barclays Wealth
- 1999 -2014 Private Banker Authorised and investment Manager @ Barclays Wealth
- 1989 -1999 IFA @ Woolwich Independent Financial Advisory Services
Kate Mcsi Education
- Cisi
Private Client Investment Advice and Management (Chartered)
- Chartered Insurance Institute
Kate Mcsi Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Personal Pensions
- Independent Financial Advice
- Banking
- Financial Planners
- Pensions
- Fixed Annuities
- SIPP
- Bonds
- Fixed Income
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Capital Markets
- Derivatives
- Critical Illness
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Investment Advisory
- Asset Allocation
- Income Protection
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Investment Strategies
- Asset Management
- Trusts
- Holistic Financial Planning
- Wealth
- Personal Financial Planning
- Protection
- Investment Banking
- Equity Release
- Financial Markets
- Private Banking
- Inheritance Tax Planning
- Funding
- Retirement
- Securities
- Hedge Funds
- Investment Management
- Structured Products
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 Personal Finance Society, Themis Wealth Management and Age UK Cornwall & The Isles of Scilly. Kate Mcsi holds a Private Client Investment Advice and Management in Chartered @ Cisi. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Personal Pensions, Independent Financial Advice and more. Kate Mcsi has 5 emails on RocketReach.
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