Kate Lamb

Kate Lamb Email and Phone Number

Director of Sales @ Luma Financial Planning
Hedge End, GB
Kate Lamb's Location
Hedge End, England, United Kingdom, United Kingdom
Kate Lamb's Contact Details

Kate Lamb personal email

n/a
About Kate Lamb

Kate Lamb is a Director of Sales at Luma Financial Planning. She possess expertise in qualified in ro exams to diploma level 4, wealth management, banking, loans, investments and 19 more skills. Colleagues describe her as "Kate is a fantastic coach and has been invaluable in supporting me with my personal development over the last 18 months. I have become much more confident in my current role and our sessions have helped me to focus on completing specific actions to accelerate my development. I feel I would not have achieved any of this without Kates brilliant support and coaching. I strongly recommend Kate as a highly effective and engaging Senior Coach. " and "Excellent supervisor and manager! Kate carried out all my in house training when I moved from a personal banking adviser to become a financial adviser. This was a big step however with the the knowledge and support provided by Kate it was very natural and extremely reassuring that if I needed anything I could just ask. All the skills I was taught by Kate I still use and I believe this is how I have continued to consistently achieve above and beyond any objectives set out. Would love to work with Kate again in the future if i was given an opportunity as I'm sure anyone else who has had the pleasure would agree."

Kate Lamb's Current Company Details
Luma Financial Planning

Luma Financial Planning

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Director of Sales
Hedge End, GB
Kate Lamb Work Experience Details
  • Luma Financial Planning
    Director Of Sales
    Luma Financial Planning
    Hedge End, Gb
  • Firmitas Financial Services Ltd
    Director Sales Division
    Firmitas Financial Services Ltd Aug 2023 - Present
  • St. James’S Place Wealth Management
    Executive Partnership Development Manager
    St. James’S Place Wealth Management Jul 2021 - Aug 2023
  • St. James’S Place Wealth Management
    Senior Business Consultant
    St. James’S Place Wealth Management Jan 2019 - Jul 2021
    Solent
    I help develop the success of people’s business by providing them with consultancy and support to grow and expand.
  • St James'S Place Wealth Management
    Senior Partnership Development Manager - Transition
    St James'S Place Wealth Management Jun 2014 - Jul 2021
    National
  • Nationwide Building Society
    Financial Services Trainer
    Nationwide Building Society Nov 2011 - May 2014
    Provide industry leading financial solutions training to consultants.
  • Santander Investment
    Regional Manager Bancassurance
    Santander Investment Jan 2011 - Nov 2011
    Southampton, United Kingdom
    Ran a team of 10 Financial Advisers based in branches of Santander in the Southampton and surrounding areas.
  • Alliance And Leicester
    Financial Adviser Sales Manager
    Alliance And Leicester Apr 2010 - Jan 2011
    South Coast
    I ran an effective team of Financial Advisers in branches across the South Coast for Alliance and Leicester bank, which was subsequently taken over by Santander.
  • Alliance And Leicester
    Financial Adviser
    Alliance And Leicester Apr 2009 - Apr 2010
    South Coast
  • Alliance And Leicester
    Branch Manager
    Alliance And Leicester May 2005 - Apr 2009
    South Coast
    Ran high performing sales teams in various locations across the South Coast from the begining of my introduction in to the world of finance and enjoyed the change of career immensely.

Kate Lamb Skills

Qualified In Ro Exams To Diploma Level 4 Wealth Management Banking Loans Investments Strategic Financial Planning Life Insurance Pensions Protection Credit Income Protection Portfolio Management Relationship Management Financial Services Financial Advisory Retirement Planning Training Inheritance Tax Planning Finance Management Financial Markets Investment Advisory Financial Planning Business Relationship Management

Kate Lamb Education Details

  • Cranbrook Grammar School
    Cranbrook Grammar School

Frequently Asked Questions about Kate Lamb

What company does Kate Lamb work for?

Kate Lamb works for Luma Financial Planning

What is Kate Lamb's role at the current company?

Kate Lamb's current role is Director of Sales.

What is Kate Lamb's email address?

Kate Lamb's email address is k8****@****o.co.uk

What schools did Kate Lamb attend?

Kate Lamb attended Cranbrook Grammar School.

What skills is Kate Lamb known for?

Kate Lamb has skills like Qualified In Ro Exams To Diploma Level 4, Wealth Management, Banking, Loans, Investments, Strategic Financial Planning, Life Insurance, Pensions, Protection, Credit, Income Protection, Portfolio Management.

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