Catherine Ross

Catherine Ross Email and Phone Number

Head of Adviser and Client Services @ Abbey Wealth
Marbella, AL, ES
Catherine Ross's Location
Marbella, Andalusia, Spain, Spain
Catherine Ross's Contact Details

Catherine Ross work email

Catherine Ross personal email

n/a
About Catherine Ross

Catherine Ross is a Head of Adviser and Client Services at Abbey Wealth. She possess expertise in wealth management, financial advisory, investments, financial services, wealth and 12 more skills.

Catherine Ross's Current Company Details
Abbey Wealth

Abbey Wealth

View
Head of Adviser and Client Services
Marbella, AL, ES
Website:
abbeywealth.com
Employees:
22
Catherine Ross Work Experience Details
  • Abbey Wealth
    Head Of Adviser And Client Services
    Abbey Wealth
    Marbella, Al, Es
  • Abbey Wealth
    Head Of Adviser & Client Services
    Abbey Wealth May 2024 - Present
    Spain
  • Emily Wealth
    Financial Services Consultant
    Emily Wealth Dec 2023 - Present
    Spain
  • Fiduciary Wealth Management Limited
    Head Of New Business
    Fiduciary Wealth Management Limited Dec 2019 - Nov 2023
    Gibraltar
  • Atlantica Wealth Llc
    Head Of Pension Administration
    Atlantica Wealth Llc May 2019 - Dec 2019
    Málaga Area, Spain
  • Woodbrook Group
    Personal Assistant To Coo
    Woodbrook Group Jun 2018 - May 2019
    Málaga Area, Spain
  • Alexander Peter Wealth Management
    Senior Pension Administrator
    Alexander Peter Wealth Management Apr 2017 - Mar 2018
    Spain
  • The Sovereign Group
    Existing Business Pension Administration
    The Sovereign Group Jan 2017 - Mar 2017
    Gibraltar
  • Abbey Wealth
    Qrops
    Abbey Wealth May 2010 - Sep 2016
    I have worked within the pensions team for over 6 years and spent most of this time dealing with the QROPS although I have assisted with the Wealth Management team and qualifying team.
  • Pr -
    Pr Consultant
    Pr - 2000 - 2001
    Marketing
  • Lotus Ibm
    Uk Partner Sales
    Lotus Ibm 1998 - 2000

Catherine Ross Skills

Wealth Management Financial Advisory Investments Financial Services Wealth Sales Qrops Savings Retirement Planning Asset Management Strategic Financial Planning Portfolio Management Pensions Wealth Management Services Inheritance Tax Planning Investment Advisory Valuation

Frequently Asked Questions about Catherine Ross

What company does Catherine Ross work for?

Catherine Ross works for Abbey Wealth

What is Catherine Ross's role at the current company?

Catherine Ross's current role is Head of Adviser and Client Services.

What is Catherine Ross's email address?

Catherine Ross's email address is ca****@****-fs.com

What skills is Catherine Ross known for?

Catherine Ross has skills like Wealth Management, Financial Advisory, Investments, Financial Services, Wealth, Sales, Qrops, Savings, Retirement Planning, Asset Management, Strategic Financial Planning, Portfolio Management.

Who are Catherine Ross's colleagues?

Catherine Ross's colleagues are Rachel Shearwood, John France, Sanjay Shah, Ruan Martinez Qfa, Jordan Brown, Antonia Noelle Carroll, Lisette Hewin.

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