Independent Financial Adviser
Later Life Adviser
Specialising in – Later Life Planning
- Pre and post retirement
- Equity Release
- Long term care planning
- Inheritance tax planning
- Wealth management
Kay began her career in financial services in 2003 as a Relationship Manager for M&G Investments. Having experienced the investment world, in 2005 she moved her career to the ‘bank assurance’ sector working as a Financial Adviser for Barclays and HSBC. Having become frustrated with the banking sector’s advice restrictions, Kay became an Independent Financial Adviser in 2012. Kay joined the Plan Money team in July 2015, being impressed with their team ethic, clarity of client proposition and forward-thinking approach to financial planning.
In addition to wealth management and retirement planning, Kay provides later life financial planning advice. This involves advising clients and their families who need to plan for care fees funding or may need to consider Equity Release.
- Tel: 01206 257501
- Mobile: 07541 025713
- Email: firstname.lastname@example.org
- Website: www.plan-money.co.uk
Real people giving real, personal financial advice.
Plan Money are a group of award-winning independent financial advisers, offering a dedicated personal contact for all your financial planning needs, supported by an expert team.
In our experience, people prefer to have a personal, long-standing relationship with their adviser, particularly when taking financial advice.
Your adviser will act as a project manager, overseeing all aspects of your financial planning. They will either address each planning component themselves, involve a colleague with specialist knowledge or engage the services of a trusted external partner when appropriate.
We will always look at your individual situation on its own merits, with discussions on a one-to-one basis. We will formulate a plan that considers your overall objectives, both immediate and long-term, which doesn’t just concentrate on the individual elements.
Plan Money Ltd
Colchester CO7 8GD
t: 01206 257501
f: 0845 384 9416
Plan Money Ltd is regulated by the Financial Conduct Authority. (FRN: 605911)