Kay Ingram - Director of Financial Planning - London
Qualifications:
BSc(Econ) Hons, ACII, APFS
Chartered Financial Planner
Advanced Financial Planning Certificate:
- 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
Experience
Kay is an holistic financial planner who works only on a fee basis for clients. She has vast experience in managing clients personal financial affairs and has held senior positions in the financial planning businesses of Willis Ltd and Tenon Group, a top ten accountancy practice.
Specialisation
She joined LEBC Group in 2003 to found its London office and specializes in advising members of the Lloyds community. Personal tax planning and retirement counselling are amongst her specialisations as well as employee benefit design.
The FSA does not regulate all forms of tax planning.