As a Chartered Financial Planner, Kelly offers expert advice on pensions, investments, and protection, working with many long-standing clients and their families.
Passionate about helping clients achieve lasting financial security, Kelly focuses on building strong, trusted relationships that span generations. Her approach combines technical expertise with a personal touch.
Outside of work, Kelly enjoys travelling, gardening, and cooking. With two grown sons who have flown the nest, she now makes the most of her spare time exploring new experiences.