Catharine Bennett Email & Phone Number

Catharine Bennett is a Advising clients who want a personalised and unbiased financial planning process, enabling them to realise their life goals at Shipman Financial Planning Ltd. She possess expertise in management, financial advisory, financial services, strategic financial planning, financial planning and 45 more skills. She is proficient in French, Spanish and German. Colleagues describe her as "Catharine has been a very personable adviser to my husband & I and a valuable member of the Progressive team assisting us in restructuring our finances (savings, income/tax streams and pensions consolidation). While professionally authoritative, she was attuned & receptive to our requirements and able to take us through complex activities in layman terms that we could understand." and "Catharine combines two rare balances of excellent people skills with technical competences; and a company focus with inner drive and competitiveness. In her role, she was able to unpick and reassemble all relevant data to ensure compliance be that company accountancy, Innovate-UK or customers. This was done in an engaging and professional manner which pitched formality and the personal at the right level to achieve results. Often the first to the phone, she was quickly able to direct the caller to the right person or deal appropriately. Internally she often found herself in a de facto HR function as staff came to her for advice and support. In a rapidly growing company, Catharine was prepared to work the hours necessary and respond at short notice to strategic needs- there are not many finance people who’d succeed on a marketing stand or in an owner-managers’ workshop. This is in part due to her internal competitiveness, where she has the desire to win and to improve her skills and knowledge to function effectively in her role and career. "

Listed skills include Management, Financial Advisory, Financial Services, Strategic Financial Planning, and 46 others.