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Kerry Chaloner, Regional Financial Planning Manager

Kerry Chaloner

Regional Financial Planning Manager

About Kerry

Kerry has over 20 years’ experience in financial services. She provides advice across the North Yorkshire region in all areas of corporate and individual financial planning, ranging from Investments and Inheritance Tax Planning through to Company Pensions and Business Protection.

With independent client reviews through VouchedFor, Kerry is featured in the ‘Guide to the UK’s Top Rated Financial Advisers’ as featured in The Times newspaper.

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

From our blog

Gender Gap

Gender Gap in Retirement Savings

  • 29th February 2024
inheritance tax not just for wealthy

Why inheritance tax (IHT) is an issue for more than just the “wealthy”?

  • 13th April 2023

Can pensions be a tax-efficient way of passing on your wealth?

  • 22nd August 2022

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