Keyplan Wealth Welcomes Kate Donovan to The Team

Keyplan Wealth is excited to announce the appointment of Kate to the Client Service Team, Kate brings a wealth of experience to her new role having previously worked in financial services in both the UK and Europe.

“Kate is an excellent addition to the Keyplan team” said Alex Wilkins, Practice Principal “she has already had an impact on the business and we look forward to her engaging with more of our clients in the coming months”

Kate added, “Rejoining the workforce after a considerable break is a pretty scary thing, so I was relieved and exceptionally pleased to feel so welcomed by Alex and Felicity at Keyplan Wealth in May.

I spent the first 15 years of my career in global banking with JP Morgan, firstly in Bournemouth, and then in London. I had a series of diverse roles all of which were customer focused. Starting out in Client Services, where I worked with large global corporations, onto becoming a project manager, which had me managing a systems migration in Milan, Italy.

I then moved to London to manage client implementations and finished my career there as the Product Manager for Global Multi-Currency. I have always felt as though financial services runs in my blood. Despite a foray into Property Management and a few years studying counselling therapy, I am pleased and privileged to say that I am back doing what I do best; looking after clients!”

As a local Brockenhurst resident Kate will be working from the office in the Village and supporting Practice clients across New Forest, Hampshire and beyond.