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Kelly To

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

London, Manchester

Kelly To

Independent Financial Adviser

I have been at Fairstone since 2019, working in a client facing role specialising in providing financial advice to private wealth clients.

As a Independent Financial Adviser, my aim to work closely with my clients to develop a trusted partnership so that we can develop a comprehensive values-based financial plan that would enable them to achieve their financial goals and build a deeper connection with their wealth.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

London, Manchester

Send an email to Kelly To

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