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Catherine Bevan

Client Services Administrator

Catherine Bevan Client Services Administrator

Biography

Cath is a member of our client services team.

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

She delivers the very important work on supporting our client services and investment portfolio management.

Cath has completed a BSc in Finance at Swansea University.

Cath is currently studying towards the Chartered Insurance Institute Diploma in Financial Planning which she expects to complete soon.

Key Qualifications

  • Bachelor of Science (BSc) in Finance, School of Management – Swansea University.
  • Chartered Insurance Institute (CII) RO1 Regulation &Ethics
  • Chartered Insurance Institute (CII) RO5 Financial Protection