Kate Baker
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Kate Baker Email & Phone Number

Specialist Financial Adviser at Wesleyan at Wesleyan
Location: United Kingdom, United Kingdom, United Kingdom 7 work roles 4 schools
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Current company
Role
Specialist Financial Adviser at Wesleyan
Location
United Kingdom, United Kingdom, United Kingdom
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Who is Kate Baker? Overview

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Quick answer

Kate Baker is listed as Specialist Financial Adviser at Wesleyan at Wesleyan, a company with 1200 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Kate Baker.

Kate Baker previously worked as Specialist Financial Adviser at Wesleyan and Mortgage Team Leader at Wesleyan. Kate Baker holds Diploma In Regulated Financial Planning from Chartered Insurance Institute.

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Email format at Wesleyan

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Wesleyan

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Profile bio

About Kate Baker

As a specialist financial adviser at Wesleyan Financial Services, I help hospital doctors, consultants and other medical professionals with their financial futures. This specialism enables me to better understand and support those in the profession, and to understand the key intricacies and nuances of the NHS Pension Scheme, early careers, annual allowance and more. From purchasing your first home, through to retirement income planning and beyond, I am here to help. Some of the main questions I can help answer include: Why should I join the NHS Pension Scheme? What are the benefits it will provide? How do the NHS Pension Scheme Reforms affect me? How can I protect my income? How will the pensions Lifetime and Annual Allowances affect my pension contributions? I want to retire early - how do I go about doing this? Can you help me purchase my first home/remortgage my property I have a comprehensive understanding of the NHS, and understand the career paths taken by doctors. If you move away from the NHS to focus on private work, I can help you to understand the benefits you are leaving behind and help you plan accordingly For more information, or to request an informal no obligation financial review, please contact me or visit www.Wesleyan.co.ukI can also offer work based financial seminars and drop in sessions in hospital for you and your wider team, again at no obligation

Listed skills include Finance.

Current workplace

Kate Baker's current company

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Wesleyan
Wesleyan
Specialist Financial Adviser at Wesleyan
sandwell, sandwell, united kingdom
Website
Employees
1200
AeroLeads page
7 roles

Kate Baker work experience

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Specialist Financial Adviser

Current
Oct 2022 - Present

Mortgage Team Leader

Birmingham, England, United Kingdom

Managing the day to day running of the Wesleyan mortgage team, advising clients and meeting our regulatory responsibilities.

Apr 2022 - Oct 2022

Senior Financial Consultant - Mortgage Specialist

Feb 2021 - Apr 2022

Mortgage Consultant

Birmingham, England, United Kingdom

Feb 2018 - Feb 2021

Advice Assurance Consultant

Birmingham Area, United Kingdom

I worked on the Advice Assurance team and I am involved with the advice guidelines, suitability report, advice processes, training and competence and case checking. I currently check protection, income protection, pensions, group locum and savings and investments.I am currently studying for my Regulated Financial Planning diploma. I have passed r01.

Dec 2013 - Feb 2018

General Insurance Outbound Member

Mar 2013 - Nov 2013

Trainee Accountant

Stanley Yule
Jan 2012 - Mar 2013
Team & coworkers

Colleagues at Wesleyan

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4 education records

Kate Baker education

Ma Applied Linguistics, English Language

Aston University

Bsc English Language And Sociology, Languages And Social Sciences

Aston University
FAQ

Frequently asked questions about Kate Baker

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What company does Kate Baker work for?

Kate Baker works for Wesleyan.

What is Kate Baker's role at Wesleyan?

Kate Baker is listed as Specialist Financial Adviser at Wesleyan at Wesleyan.

Where is Kate Baker based?

Kate Baker is based in United Kingdom, United Kingdom, United Kingdom while working with Wesleyan.

What companies has Kate Baker worked for?

Kate Baker has worked for Wesleyan and Stanley Yule.

Who are Kate Baker's colleagues at Wesleyan?

Kate Baker's colleagues at Wesleyan include Bennard Boateng, Richard Hughes, Ben Morgan, Paul Upton, and Dennis Downer.

How can I contact Kate Baker?

You can use AeroLeads to view verified contact signals for Kate Baker at Wesleyan, including work email, phone, and LinkedIn data when available.

What schools did Kate Baker attend?

Kate Baker holds Diploma In Regulated Financial Planning from Chartered Insurance Institute.

What skills is Kate Baker known for?

Kate Baker is listed with skills including Finance.

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