Professionally
Kim has been with the firm since 1997, back when it was still known as Spofforths. She works with clients both at the initial stage and on an ongoing basis, developing long-term financial plans to meet a range of client objectives.
Kim’s day to day involves everything from creating financial plans to checking reports and meeting with clients. She also ensures our Sussex region runs smoothly.
- 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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© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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