WEALTH at work
Kate Mimnagh is an experienced finance professional with a background in economics and a current role as Portfolio Economist and Fund Manager Assistant at WEALTH at work since March 2022. Previously, Kate served as a Data Migration Analyst at Tilney Smith & Williamson from March 2021 to February 2022 and volunteered as a Vaccination Centre Volunteer while also working as a Finance Officer at the NHS between September 2020 and March 2021. Kate holds a Bachelor of Applied Science in Economics from the University of Leeds, completed in 2020, and graduated from West Kirby Grammar School in 2017.
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WEALTH at work
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WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.