Catherine Glennon
Financial Planner @Evelyn Partners
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WORK HISTORY
Financial Planner @Evelyn Partners
Cambridge, GB
EDUCATION
The University of Huddersfield
Bsc(Hons), Food Science & Applied Human Nutrition
ABOUT CATHERINE GLENNON
Experienced Financial Adviser, with a demonstrated history of working in the Wealth Management industry. Skilled in developing financial strategies designed for wealth accumulation for clients at all stages of their lifetime journey. All key aspects covered regularly from Pension Advice & Retirement Planning, Inheritance Tax Strategy Planning, and Investment solutions and strategies with underlying advice. Developing wealth and retaining it for personal and professional clients. Experienced financial professional with excellent interpersonal and presentation skills, making technical understandable for clients. Advanced financial certificates in Pensions, Trusts & Tax, Business Financial Planning & Financial Planning Process. Family Law Accreditation and experienced with working with Family Lawyers to assist clients for successful outcomes before, during and after their divorce proceedings.
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