Kelly joined Independent Women, Succession’s specialist division in January 2018, providing financial advice for women and also provides advice to clients under the Succession Wealth proposition.
Kelly has worked in financial services since 1999 having previously spent 16 years with Munro Partnership Ltd, now 1825. She has worked in various roles and latterly 6 years as a Financial Planner and is extremely passionate about working with clients to enable them to reach their lifelong hopes and aspirations through lifestyle financial planning.
She works with people who are at various stages in their journey; whether they are starting to accumulate their wealth, approaching retirement and concerned about what the future holds, past retirement and thinking about leaving a legacy for their loved ones or those who are in a transitional phase in their life such as post divorce or post inheritance. Kelly also specialises in pension transfers and assessing final salary pension transfer values to provide her clients with financial security throughout their retirement.
Kelly holds the Diploma in Financial Planning and is currently studying towards achieving her Chartered Financial Planning qualifications. She lives in Ayrshire with her husband and two young children and enjoys spending her spare time socialising with family and friends.