Kate Gannon FPFS Chartered MCSI

Chartered Financial Planner

01752 837950


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

Cornwall Office

  • 5 Stret Constantine Tregunnel Hill
    Newquay
    TR7 1GH

Devon Office

  • 14 Fore Street
    Ivybridge
    Devon
    PL21 9AB

Yelverton Office

  • 5 Moorland Villas Yelverton
    Devon
    PL20 6DT

Scotland Office

  • 9 Newton Place Budshead Road
    Glasgow
    G3 7PR

© 2018 Manning and Company. All Rights Reserved. Registered in England and Wales company number: 03101454. Manning and Company is a trading name of Manning and Company (South West) Ltd. Authorised and regulated by the Financial Conduct Authority number 458361. Registered address: Unit 4, Sandy Court, Ashleigh Way, Plymouth, PL7 5JX | Privacy Policy