She holds the LIBF Level 6 Financial Planning in Retirement qualification, the CII Diploma and the CF8 Long Term Care Planning qualification, alongside a range of other industry credentials. Her extensive experience enables her to support clients across a broad range of financial planning needs.
Kelly believes financial planning is about people rather than products. She takes a relationship-first approach, getting to know her clients personally and supporting them through life’s key milestones. She enjoys building long-term relationships and helping clients feel confident about their financial future while providing advice that has a meaningful impact on their lives.