Chartered Financial Planner
Kelsey has over 30 year’s experience working in the financial services industry, the majority of which has been spent in compliance before becoming an adviser 8 years ago. Kelsey achieved Chartered Financial Planner status in 2008 and became a Fellow of the Personal Finance Society in 2018.
Kelsey is passionate about helping clients with their financial planning needs, providing advice which is tailored to their goals and objectives. Her areas of expertise include holistic financial planning incorporating pensions, investments, estate planning and trusts.
