Kate Thurman Email & Phone Number
Wealth Planning Partner @ Artorius
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Kate Thurman Location
- Manchester, GB
Kate Thurman Work
- 2021 -now Wealth Planning Partner @
- 2019 -2021 Chartered Financial Planner @ Pannells Financial Planning Ltd
- 2017 -2019 Specialist @
- 2012 -2017 Chartered Financial Planner @
- 2012 -2012 Compliance Suitability Reviewer @
- 2011 -2011 Financial Advisor @ Greystone FInancial Services
- 2007 -2011 Private Banker @
- 2006 -2007 Private Banker @
- 2004 -2006 Regional Management Assistant @
- 2000 -2004 Investment Manager @ Gerrard Investment Management, Nottingham
Kate Thurman Education
- Sheffield Hallam University
Ba (Hons) (Financial Services)
1996-2000
Kate Thurman Skills
- Change Management
- Investments
- Strategic Planning
- Pensions
- Business Planning
- Portfolio Management
- Strategic Financial Planning
- Banking
- Asset Management
- Investment Management
- Financial Advisory
- Inheritance Tax Planning
- Wealth Management
- Wealth Management Services
- Private Banking
- Trusts
- Investment Advisory
- Financial Planners
- High Net Worth Individuals
- Retirement Planning
- Investment Strategies
- Leadership
- Public Speaking
- Microsoft Office
- Microsoft Excel
- Financial Analysis
- Financial Reporting
- Research
- Financial Planning
Kate Thurman Summary
- Kate Thurman, based in Manchester, GB, is currently a Wealth Planning Partner at Artorius. Kate Thurman brings experience from previous roles at Pannells Financial Planning Ltd, Coutts and Brown Shipley. Kate Thurman holds a 1996 - 2000 Ba (Hons) in Financial Services @ Sheffield Hallam University. With a robust skill set that includes Change Management, Investments, Strategic Planning, Pensions, Business Planning and more. Kate Thurman has 2 emails and 1 mobile phone numbers on RocketReach.
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