Professionally
Kim has been with the firm since 1997, back when it was still known as Spofforths. Based in the South West, she works with clients both at the initial stage and on an ongoing basis, developing long-term financial plans to meet a wide range of objectives.
Her day-to-day work includes everything from creating financial plans to reviewing reports and meeting with clients. Operating from the South West office, Kim also ensures that the firm’s regional operations run smoothly, supporting both clients and colleagues alike
- Pensions & divorce
- Trusts
- Retirement planning
- Investment
- Tax planning
- Diploma in Financial Planning (DipPFS)
- Chartered Financial Planner (APFS)
- Certificate in Life & Pensions
- Certificate of Pensions Automatic Enrolment
Personally
Outside of work, Kim enjoys socialising, swimming and being with friends and family.
Kim in the spotlight
Written by Kim
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Registered office: Lawrence House, Summer Hill, Harbledown, Canterbury, Kent, CT2 8GT
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