At work
Kerry has worked in the industry since 2004 and advising since 2012.
Kerry helps client with their finances and any future plans. Her role involves keeping in touch with clients and any changes in circumstances and adjusting their financial plans to fit around their life.
At work
Kerry has worked in the industry since 2004 and advising since 2012.
Kerry helps client with their finances and any future plans. Her role involves keeping in touch with clients and any changes in circumstances and adjusting their financial plans to fit around their life.
At home
Kerry spends a lot of time with her family and friends. She likes to get outside as often as possible with her daughter and dachshund, seeing and visiting new places.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
View allKevin Forbes
Partner & Chartered Financial Planner
Giles Wellington
Partner & Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Trevor Garson
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Rob Silk
Chartered Financial Planner
Natasha O’Neill
Chartered Financial Planner
Paul Roberts
Chartered Financial Planner
Jordan Cruse
Chartered Financial Planner and Paraplanner
Dave Stone
Chartered Insurance Practitioner
James Oliver
Independent Financial Adviser
Martin Waistell
Independent Financial Adviser
Vanessa Taylor
Independent Financial Adviser
Peter Richinson
Independent Financial Adviser
Jack Fawcett
Independent Financial Adviser
Daniel Parkin
Independent Financial Adviser
Jeff Steninger
Independent Financial Adviser
Katie Brown
Senior Paraplanner & Chartered Financial Planner
Carly Thompson
Practice & Customer Relations Manager
Paul Rogers
Paraplanner
Holly O’Donnell
Independent Mortgage & Protection Adviser
Lucinda Warren
Independent Mortgage & Protection Adviser
Sue Hanney
Team Administrator
Graeme Douglas
Office Administrator
Sue Pattinson
Team Administrator
Rachael Martin
Chartered Financial Planner and Head Paraplanner
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Lauren Anderson
Financial Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Dean Rush
Head of Risk & Operations
Bryn Pilcher
Independent Financial Adviser
Dan Lock
Chartered Financial Planner
Harry Shivas
Independent Financial Adviser
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
Kerry's qualifications
- Advanced Diploma in Regulated Financial Planning
- Certificate in Life & Pensions
- Award in Pensions update
- Certificate in Equity Release
- Award in Long Term Care Insurance
- Certificate in Mortgage Advice & Practice (CeMap)
Kerry is Chartered
What does “Chartered Financial Planner” mean?
Holding the status of Chartered Financial Planner is the ultimate symbol of professionalism and the 'gold standard' of the industry. It demonstrates:
- The highest levels of technical knowledge through professional qualifications
- A commitment to the ongoing development of our skills and knowledge
- An adherence to ethical conduct
