Catherine Bevan

Client Services Administrator

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Key Qualifications

  • Bachelor of Science (BSc) in Finance, School of Management – Swansea University.

Biography

Cath is our client services administrator, and works as part of our client services team.

Cath is responsible for communicating to our clients through detailed technical letters that confirm, and support advice provided. Cath is also responsible for producing annual review letters to our clients.

Cath has recently completed a BSc in Finance at Swansea University.

Cath has recently joined Estate Capital. Cath is currently studying towards the Chartered Insurance Institute Diploma in Financial Planning which she expects to complete by the end of 2018.