Kay is a qualified and experienced finance and investment professional providing holistic financial planning advice and wealth management solutions to individuals, families, and businesses.
Clients are firmly at the heart of everything Kay does, and her passion is to help clients take control of their personal finances. This is frequently in the 5 to 10 years prior to retirement, ensuring that clients are in the best position possible when considering longer term cash flow management and estate planning.
Kay joined Saltus in 2015 as an FCA regulated financial planner, prior to which she enjoyed a 30-year career with firms such as Barings Asset Management and JP Morgan.
Kay lives by the coast and, outside of work, she enjoys time with family, long walks with the dogs on the beach, and all aspects of horticulture and conservation.
“Clients are firmly at the heart of everything Kay does, and her passion is to help clients take control of their personal finances.”