Kay Ingram - Director of Financial Planning - London
Qualifications:
BSc(Econ) Hons
Chartered Financial Planner
Associate Chartered Insurance Institute (ACII)
Advanced Financial Planning Certificate:
- AF4 Investment Planning
- G10 Taxation and Trusts
- G20 Personal Investment Planning
- H25 Holistic Financial Planning
- G30 Business Financial Planning
- G60 Pensions
- K10 Retirement Options
- K20 Pension Investment Options
- CF9 Pensions Simplification
Fellow of the Personal Finance Society (FPFS)
Experience
Kay is authorised for Transfers, Drawdown, VCT's and EIS. Also has knowledge and has arranged film partnerships. Within LEBC Group she is a fee based holistic financial planner and has vast experience of extracting fees in return for financial advice to both corporate and individual clients. She also has some expertise in financial underwriting i.e. larger keyman and shareholder scenarios.
Kay also has some specialisation in financial planning and divorce i.e. this extends beyond the usual pensions remit to include analysis of share options, capital gains and income tax liabilities and helping solicitors and counsel prepare their case in big money divorces.
Specialisation
Tax planning and retirement planning working with Solicitors on matrimonial disputes and independent strategic financial planning for individuals and for small businesses.