Kerry has worked within financial services for over 25 years and has extensive experience with all aspects of financial planning.
She looks to solve the often-complicated needs of her clients, with an aim to helping them to build, manage and protect their wealth according to their individual needs and goals. Kerry specialises in pensions, investments, trusts, Inheritance Tax planning, as well as cashflow forecasting for high net worth clients.
Kerry also works with charities and their trustees to organise their assets to meet their needs and achieve their goals. This can include helping the organisation refine their investment policy statement, reviewing investments, managing a selection process, and ongoing investment oversight.
She prides herself in being able to clearly present a solution to meet her clients’ precise needs. Kerry enjoys developing long-term relationships with her clients, based on confidence and trust.
In her spare time, she enjoys a good crime book, relaxing over dinner with friends, as well as trying out new adventures and sporting activities.
