Personal Finance Society
Kate Gannon FPFS MCSI is a highly experienced Chartered Independent Financial Planner and Managing Director of GANNON WEALTH MANAGEMENT LIMITED, with a focus on high net worth clients across Devon and Cornwall. Currently serving on the PFS Practitioner Panel and as Treasurer Trustee of Age UK Cornwall & The Isles of Scilly, Kate has held significant roles in various financial institutions, including Director at Themis Wealth Management and former Vice President at Barclays Wealth. With expertise in investments, taxation, trusts, and comprehensive financial advice, Kate brings a wealth of knowledge and a truly independent approach to financial planning. Additionally, contributions as an Examination Question Writer and Education Officer for the Chartered Insurance Institute further underscore a commitment to the profession.
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Personal Finance Society
The Personal Finance Society (PFS) is the pre-eminent professional membership body for financial planners and those in related roles. With more than 40,000 members across the UK and internationally, the PFS encourages the highest standards of professionalism. The PFS is part of the Chartered Insurance Institute, a Royal Charter corporation founded in 1912, which comprises a group of companies that span the insurance and personal finance sectors