Kay spent ten years as a Commercial Manager with HSBC before moving to St. James's Place in 2011.
She is thoughtful and considerate, and her in-depth knowledge helps clients meet their financial objectives, together with planning for the future.
Kay provides advice and support on investment and retirement planning and is an Inheritance Tax specialist, helping clients protect their family wealth.
Kay is a qualified member of both the Personal Finance Society and the Chartered Insurance Institute.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.