Kerry Saunders
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Kerry Saunders APFS, Cert CII (MP & ER)

Chartered Financial Planner

Kerry entered the industry in 2004 and has worked in various roles across financial services from mortgage administration and underwriting, to paraplanning in Private Banking for Lloyds. She has been advising her own clients since 2012.

Kerry loves her role as financial adviser and enjoys helping her clients to achieve their goals. She is dedicated to providing the best advice and has also achieved adviser accreditation via the Society of Later Life Advisers (SOLLA).

Kerry lives in Christchurch with her partner, children and two dogs. She enjoys walking her dogs, HIIT classes, and holidays when she is able to travel.

She is a member of the Personal Finance Society (PFS), has achieved Chartered status and holds the below qualifications.

CII – Chartered Financial Planner

CII – Advanced Diploma In Financial Planning APFS

CII – Diploma in Regulated Financial Planning DipPFS

CII – Award in Pensions Update

CII – Certificate in Equity Release

CII – Award in Long Term Care Insurance

CII – Certificate in Life and Pensions

 

AF1 – Personal Tax and Trust Planning

AF5 – Financial Planning Process

AF8 – Retirement Income Planning

UP1 – Inclusive Financial Planning

 

R01 – Financial Services Regulation & Ethics

R02 – Investment Principles & Risk

R03 – Personal Taxation

R04 – Pensions & Retirement Planning

R06 – Financial Planning Practice

R08 – Pensions Update

J02 - Trusts

 

CF3 (R05) – Financial Protection

CF8 – Long Term Care Insurance

ER1 – Equity Release