Professionally
Kim has been with the firm since 1997 and located in Horsham, which is part of our South-West region, 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. Given the best part of 30 years in the industry Kim has accumulated an incredible breadth of experience which is shared with our clients by helping them secure their immediate and future needs. Her style is to communicate clearly and openly; ensuring that financial and tax positions are understood. The aim is to ensure that clients are confident that they are making the right financial decisions both for them and their families.
We are mindful of the ever changing and complex pension rules and Kim works with you to plan the more suitable way to generate an income from a variety of assets to wealth preservation or planning for later life medical care needs and onto the next generation.
Operating from our Sussex 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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