Important Notice: Essential System Upgrades – 23 August, 11:00 AM to 4:00 PM.
To support ongoing improvements, essential system upgrades will take place on the 23 August between 11:00 PM and 4:00 PM.
PSI exams scheduled during this maintenance window will not be visible in My CII until the work has been completed. Orders submitted during this period may also be subject to processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Kate Gannon
Kate 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.
