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.

From our blog

Family with mother, Granparent and girl

A new social phenomenon, 'the sandwich generation' is on the rise

As concern grows among 'sandwich' carers, so too does the need to financially plan for ageing dynamics and family relationships

You have one life so invest wisely

Identifying multiple risk profiles for multiple goals 

Businessman holding umbrella over investments

Protecting you, your business and your employees – Relevant Life Plans

Is your company's life cover the most effective it can be? Many are set up as Death In Service schemes, structured under pension rules but could Relevant Life Cover policies be better?

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