Kate is a Chartered Financial Planner – but what does that mean?

Chartered Financial Planner Kate Gannon

Kate Gannon holds Chartered Status with the Personal Finance Society.

To achieve Chartered Status, Kate has had to demonstrate a professional commitment to raising her standards of knowledge and technical competency. This means that she only learnt her trade a long time ago, but that she keeps current and is fully up-to-date. This means we can offer our customers first-class service, advice and support.

Some of the elements of Personal Finance management we have to understand and keep in touch with include extensive FCA regulations which change all the time, as well as keeping an awareness of all the new tools, products and offers available within the Personal Finance market.

Achieving Chartered Financial Planner status and shows our commitment to ensure that we attain and maintain a very high level of knowledge of what is on happening within the Financial Planning sector.

The fact that Kate Gannon has put herself in the spotlight and won Chartered Financial Planner of the Year, out of over 5,000 Chartered Planners in the UK shows our added commitment to professionalism and desire to provide a high level of knowledge and service to our clients.

That’s the detail. For you our customers, we just hope it will help you to relax and know that you are in safe hands.

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