Simon Kelly FPFS

About me I’ve been a Financial Adviser since 2000 and attained the Chartered Financial Planner status many years ago through a wide range of professional exams. I am a Fellow of the Personal Finance Society and hold specialist permissions in Pension Transfers, Long Term Care and the Investment Management Certificate. I focus on holistic advice to high net worth individuals and helping you to reach your lifetime goals; by encouraging engagement and through implementing sound achievable financial plans that best make use of the tax and investment avenues available to you. Beyond work I tend to spend much of my free time keeping my young son entertained. I adore cooking and experimenting with new recipes and for my sins love following American Football having played at University…and books are a passion (real ones that is, not digital ones!).

By |2019-04-24T09:00:38+01:00October 1st, 2017|Comments Off on Simon Kelly FPFS