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service message Important Notice: Essential System Upgrades – 08 July, 4:00 PM to 6:00 PM To support ongoing improvements, essential system upgrades will take place on the evening of 08 July between 4:00 PM and 6:00 PM. During this maintenance window, several services will be temporarily unavailable, including password resets, new member registrations, personal detail updates, and new course enrolments on RevisionMate. Orders placed during this time may experience processing delays. We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.

Kate Gannon

Kate GannonKate is a Chartered Financial Planner, a Fellow of the PFS and a Chartered Wealth Planner with CISI. She is also a founder of Themis Wealth Management in Cornwall. Kate won Chartered Financial Planner of the Year in 2016/17 and was named Role Model of the Year at the Women in Financial Advice Awards, for pioneering the 4-day working week in her practice. 

Kate previously spent 20 years with Barclays Bank, and has been Treasurer Trustee for Age UK Cornwall and the Isles of Scilly for the last 8 years. She also mentors and attends schools in her local area to promote the financial planning profession on behalf of the PFS.