Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
Nearly all our clients are referred by existing clients, a testament to our service.
Telephone: 01488 669840
Kerry joined the Essential Wealth team in April 2024, bringing a wealth of experience and administration expertise. Kerry works within our client management team, working alongside Emma and assisting Marc and Natasha with looking after our clients’ financial administration.
Before joining us, Kerry managed a portfolio of 15 properties based here in the UK and in Portugal, and prior to this she was instrumental in setting up an ecommerce business, putting her 20 years’ experience in buying and merchandising to use whilst learning new skills.
Efficiency and attention to detail are some of Kerry’s key strengths and she holds the level 3 NVQ in Administration. We look forward to Kerry becoming a valuable member of our team.
We asked Kerry how she felt after her first few weeks, she said ‘I am excited to be utilising my experience and skills, learning more about wealth management and how best I can support the client managers and advisers’.
Interests
Kerry lives locally to the Newbury office and likes to spend her time with her family, taking country walks with her dog and she has a passion for travel. One of her most memorable trips was climbing Chichen Itza in Mexico and flying over the Angel Falls in Venezuela.
Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]
Essential Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
