She has been in the financial services sector for over 20 years and has been advising for over 18 years. Kelly is currently studying for her level 6 certificate in financial planning in retirement and hopes to achieve Chartered Status soon.
Within her role, Kelly enjoys spending time with clients and getting to know them, she enjoys finding out about their families, hobbies, and interests while helping them to achieve their financial goals.
Kelly enjoys spending time with her family outside of work, taking city breaks, holidays abroad, and gardening. She also runs a netball team in her local village and is a member of the Parish Council.
