about us our wealth planners kelly anderson
Diploma in Financial Planning (DipPFS)
Kelly has worked in financial services since 1999. She advises people who are at various stages; either starting to accumulate their wealth, approaching retirement, or past retirement and thinking about leaving a legacy for their loved ones. Kelly also specialises in reviewing defined benefit pensions.
"I live in Ayrshire with my husband, two children and dog and enjoy spending my spare time walking and exploring our beautiful countryside."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.