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

Grandparents playing with grandchild

A little-known tax rule to help boost your children's pension

For those parents who have spare cash, putting money into their children’s pension will boost the retirement prospects of their offspring.

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 

Enquiry Form

All content © 2019 Armstrong Watson. All Rights Reserved. Website by Simon Pighills.

Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.

The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.

Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.