2022 -2023 Principal Financial Planner @ Straker Financial Planning
2021 -2022 Associate Partner, St James's Place Wealth Management @ Straker Financial Planning
2006 -2023 Director @
Kate Straker Education
Chartered Institute of Insurance (CII)
Level 4 Diploma (Regulated Financial Planning)
2021
Monmouth Comprehensive 2015
London School of Business and Finance (LIBF)
Level 3 (Mortgage Advice and Practice (CeMAP) & Regulated Equity Release (CeRER))
2015
Kate Straker Summary
Kate Straker, based in Monmouth, GB, is currently a Senior Manager at Chase de Vere. Kate Straker brings experience from previous roles at Straker Financial Planning and KAMA FINANCIAL SOLUTIONS LTD. Kate Straker holds a Level 4 Diploma in Regulated Financial Planning @ Chartered Institute of Insurance (CII). Kate Straker has 1 emails and 1 mobile phone numbers on RocketReach.
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