Kelly is a fully qualified financial planning consultant with over a decade of experience in the financial services industry. She strives to provide a refreshingly different approach to financial planning. Central to this is her belief that long lasting relationships with her clients should always be based on honesty, trust and transparency. Financial planning should never be delivered using baffling, technical jargon. Instead, financial planning should always be delivered in a straightforward, clear, and understandable way, enabling the client to make an informed choice with absolutely no pressure.
Kelly has a passion for showing clients how they can improve their work life balance, fulfilling their dreams sooner rather than later by implementing bespoke, simple and affordable solutions through holistic financial planning. She does not use a one size fits all approach. Instead she looks at where her clients are now, their plans and challenges ahead, and where they want to be in the future, helping them understand the truth about their financial health. She specialises in helping clients make sense of their finances, grow their wealth and simplify their affairs, whilst ensuring the financial products they hold are suitable for today, tomorrow and beyond.
Kelly has worked with professionals, entrepreneurs, and business owners at the illustrious private bank Coutts & Co., providing outstanding client satisfaction. She thrives on building lasting relationships with clients from all walks of life that include: students, families and young professionals to business owners and those at or nearing retirement. In addition to personal financial planning, Kelly provides bespoke advice to business owners on a range of issues from tax efficient protection to auto enrolment solutions.