Kate Gannon FPFS Chartered MCSI
Chartered Financial Planner
Kate was named Chartered Financial Planner of the Year 2016 at the Personal Finance Society awards, which is the highest accolade given to a Financial Planner in the UK. Working in Financial Services since leaving school, Kate takes a Life Planning approach with her clients and specialises in Wealth Management. She is a Fellow of the Personal Finance Society and also a Chartered Wealth Manager with the Chartered Institute for Securities and Investment. She has recently become STEP accredited and will be focusing on the Vulnerable Client exams to be up and running by 2019. Based in our Newquay office, Kate refers to her clients in Cornwall as her extended family!
For professional, independent financial advice, get in touch by calling 01752 837950
- 5 Stret Constantine
- 14 Fore Street
- 5 Moorland Villas
- 9 Newton Place