Kerry Saunders

I’m a chartered financial planner and have been working in the industry for more than 19 years, advising for 11. I’ve held various roles from mortgage administration, to managing a bank branch, all leading to becoming and Independent Financial Adviser. I really enjoy helping people to understand their finances and achieve their goals. I find it is a very rewarding job and have a great relationship with my clients.

I have been working a lot within the later life advice area in the last 6 years and feel I can be most helpful to my clients and their families at this time. I’ve worked with power of attorneys and local solicitor firms to help with care fees planning and financial considerations alongside this area of advice.

At home, I have a miniature Dachshund and a daughter. We spend as much time as we can outdoors and enjoy visiting new places.