Kat Harrington-Milne

Manchester, England, United Kingdom

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Timeline
About me
Investment Director (COP/PI) & Dementia Friend
Education
- College of law, chester
  2003 - 2005
  Legal practice course legal professions and studies commendation
  Undertook the LPC part time, including modules on personal injury and clinical negligence.
- Keele university
  1997 - 2000
  Llb law & american studies law and american studies 2.1
  Graduated with Honours in Law and American Studies. Spent a semester at the University of San Antonio, Texas where I was on the Dean's List for academic achievement.
Experience
- Frenkel topping
  Oct 2000 - May 2005
  Technical assistant
  Drafted structured settlement reports and prepared NHSLA value for money (VFM) reports. Liaised with legal teams and the Courts to implement structured settlement annuities.
- Nestor financial group limited
  Jun 2005 - Nov 2010
  Technical assistant
  Worked at Nestor Partnership from its inception, with duties ranging from the preparation of periodical payment reports for the Court to support for professional deputies/trustees and lay deputies to marketing.
- Tilney group
  Nov 2010 - Jul 2017
  Pi/cn technical specialist
  Key responsibilities are to provide technical guidance to the Tilney team and to external professional contacts and also directly monitor adherence to Tilney’s planning standards in this specialist area and to external professional contacts.
- Barclays wealth management
  Jul 2017 - Apr 2020
  Pi/cop wealth manager
- Rathbones group plc
  Apr 2020 - now
  - Investment Director (PI/COP Specialist)
    Apr 2020 - now
  - Investment Manager (COP/PI Specialist)
    Apr 2020 - Apr 2023
Licenses & Certifications
- Certificate in life & pensions
  Chartered insurance institute
- Certificate in equity release
  Chartered insurance institute
- Certificate in financial administration (pensions)
  Chartered insurance institute
- Certificate in discretionary investment management
  Chartered insurance institute
- Certificate in mortgage advice
  Chartered insurance institute
- Administration of estates
  Society of trust & estate practitioners
  Jun 2017
- Certificate for financial services (trusts & estate planning)
  Society of trust & estate practitioners
  Nov 2015
- Diploma in financial planning
  Chartered insurance institute
  Oct 2013
- Financial planning certificate
  Chartered insurance institute
- Administration of trusts
  Society of trust & estate practitioners
  Jun 2016
- Award in long term care insurance
  Chartered insurance institute
- Fellowship of the personal finance society
  Chartered insurance institute
  Apr 2014
- Advanced diploma in financial planning
  Chartered insurance institute
  Apr 2014