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

You have one life so invest wisely

Identifying multiple risk profiles for multiple goals 

Are Charities missing out on accessing the highest interest rates possible?

Recent research has found that 85% of UK charities are missing out on funds that could help them progress further in their efforts and carry out more of their vital work. Are you sure you are taking advantage of the high interest rates available to you?

Are Charities missing out?

One of the main purposes of a charity is to raise money to support its specific cause, but surprisingly, up to 85% of UK charities are missing out on funds which could help them progress and carry out more of their vital work.

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