Katie Mundell
Independent Financial Adviser
Katie Joined Pacific IFA in September 2009 and comes with an impressive CV of working for some of the largest institutions in the Financial Services sector over the past 13 years.
She started her career with Lloyds TSB and then moved onto Natwest based in one of their City of London offices supporting six Financial Planners. Katie then took up a para-planning position for two Independent Financial advisers.
Katie then ventured into the Insurance side of the Financial Services Industry and Joined Skandia which at the time was one of the most highly regarded life offices in the UK. It was during this time that Katie successfully took and passed all three of the Financial Planning Certificates and was soon being Head Hunted by a large US Insurance Company called The Hartford.
She went onto to achieve amazing success with the Hartford over the next five years specialising in third way/structured products and gained an enormous knowledge of pre/post retirement planning and off-shore Investment bonds. In her final year she was ranked in “top 5” as a Broker Consultant in there United Kingdom division. Unfortunately, due to the financial climate in early 2009, The Hartford decided to close both its Far East and European Divisions which included the UK.
The Hartford’s loss was Pacific IFA’s gain. As an organisation we felt privileged that Katie decided to progress her career in Financial Services with Pacific IFA, especially as only 5% of Independent Financial Advisers operating in the UK are female. Although she provides advice to our clients on a full range of financial services products, Katie’s speciality is the Investment Portfolio and Pensions arena. As a hard working, dedicated, knowledgeable and enthusiastic Financial Adviser, we are positive that she will become one of our leading IFA’s! |
