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サマリー
あらすじ・解説
Kate Wooding is the Business Development Manager (BDM) at Goddard Perry, having joined the company in September of last year. In her role, she oversees the adviser team and explores innovative ways to develop and grow the business.
With a career spanning many years in the financial services industry, Kate has held various roles from banking to working with Independent Financial Advisers (IFAs), including positions in paraplanning and advising. Her extensive experience is complemented by her credentials as a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS).
Outside of her professional life, Kate enjoys spending quality time with her family and socialising with friends over a glass of wine. Her dedication to both her career and personal life makes her a well-rounded and approachable professional in the financial planning sector.
Connect up with Kate Wooding: https://www.linkedin.com/in/kate-wooding-fpfs-chartered-financial-planner-and-fellow-of-pfs-3761735b/
Connect up with me on LinkedIn: https://www.linkedin.com/in/lewis-byford-b540a6118/