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 loves travelling and pre Covid used to take at least 4 trips/long weekends away each year.
She also enjoy walking her mini Dachshund and watching movies with friends. I also like to read when I get a chance.
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.
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