Diploma-qualified in Regulated Financial Planning, Kelly has an abundance of technical knowledge that is put to good use in our Advice Team dealing with client queries and analysis. She specialises in pension research and transfers and has previously sat on investment committees, helping to make educated and informed decisions on investment management.

She is experienced in liaising with third parties and resolving difficult interactions to ensure our clients are kept updated, and transactions and requests are dealt with efficiently and to a high standard.

Kelly enjoys passing on her knowledge and technical wisdom to the rest of the Advice Team and has held training sessions to share this with her colleagues so that they can better help our clients.