Beth Kelly

I’ve spent the last 30 years in financial services in a number of different roles.  I worked for product providers initially and have been dealing with clients directly for the last 18 years.

I am a Chartered Financial Planner with 3 decades of experience in financial services.  My focus is on investment, inheritance tax planning and retirement advice.  I see financial planning as a journey to achieve goals and support a desired level of future income to provide the best retirement possible.

I want my clients to feel comfortable that they trust me and understand their options and are committed to the financial plan we agree on. Financial advice can be a daunting area, so I like to use my expertise to give clients a clearer understanding of their options. Importantly it’s about a long term relationship as any financial plan will need reviewed and monitoring as circumstances change.