Katie Cefai

Personal Assistant to Robert Whittle

Katie joined Parkgate in June 2015. She is enjoying learning all about the financial services industry and is about to start studying for the CF1qualification.

After her initial training Katie feels confident that she is now able to provide excellent service to our clients and advisers. She says that the highlight of her job is working with such a helpful and enthusiastic team.

Katie’s previous customer service work experience and her work in the care industry means that she brings with her excellent people skills. She says that the change in career is challenging but very rewarding.

She lives with her partner and two rescue dogs, and spends a lot of time with her young nephew.


Want to know more?

Call us for a friendly chat on 0151 348 4111 or email: post@parkgatefs.co.uk