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Kerry Chaloner, Financial Planning Consultant

Kerry Chaloner

Financial Planning Consultant

About Kerry

Kerry has over 15 years experience in financial services from adviser support to tied adviser, property finance and Independent Financial Planner. She is qualified to Diploma Level, with the addition of mortgage advice qualifications.

With a client rating of 4.7/5, Kerry has been featured in the '2020 Guide To The UK’s Top Rated Financial Advisers'.

READ MY CLIENT REVIEWS
Reviews and Ratings for Financial adviser Kerry Chaloner, Darlington

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Women’s state pension shortfall

Are you a married woman who didn't make a claim for the uplift in the state pension pre- March 2008?  Read on for advice...

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Succession Planning for Farmers

Farmers face some difficult decisions when it comes to retirment, sucession planning and leaving their assets to their children. 

Landed Estate

Landed Estates – The IHT issues

Gifting, Trusts, Life Assurance, AIM and pension contributions.

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Job Retention Scheme claims

The Coronavirus Job Retention Scheme has been extended until 30 April 2021.

Claims for furlough days in December 2020 must be made by 14 January 2021.

You can no longer submit claims for claim periods ending on or before 31 October 2020