Kate Clifford
Wealth, Pension & Investments Administrator
Kate has lived in Leeds for 38 years and has been in Financial Services for the past 15 of them. Before joining Brooke Financial in 2015 she worked as a Sales Ledger / Credit controller within the Financial Industry. Kate works closely with Julie specialising in wealth, pensions & investments for all advisors.
Qualifications
Book Keeping
Treasury Role
Specialisms
Book Keeping, Finance (Mortgages, Protection, Wealth & Pensions)
Currently treasurer for Greenside School Charity
Trying to make the impossible possible
Straight talking and to the point