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

From our blog

Father and Son on farmland

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.

Money in glass jar saving for retirement

How much will you need to retire?

Research by Loughborough University highlights what retirement looks like at three different levels – Minimum, Moderate and Comfortable

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