Kelly joined Perspective in July 2024 and is part of the Perspective (Springfield) team.
She has been in the financial services sector for over 20 years and has been advising for over 18 years. Kelly is currently studying for her level 6 certificate in financial planning in retirement and hopes to achieve Chartered Status soon.
Within her role, Kelly enjoys spending time with clients and getting to know them, she enjoys finding out about their families, hobbies, and interests while helping them to achieve their financial goals.
Kelly enjoys spending time with her family outside of work, taking city breaks, holidays abroad, and gardening. She also runs a netball team in her local village and is a member of the Parish Council.
Check out Kelly’s VouchedFor profile here.
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Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123