ABOUT ME
Hey there, it’s nice to meet you - I’m Kerry
I have worked in Financial Services for 24 years, thirteen years with HSBC as a Financial Planning Manager & Senior Premier Relationship Manager and eleven years in my own Financial Services‘ Boutique’ as a Mortgage, Protection & Estate Planning Consultant.
Delivering excellent customer service and communicating effectively are of the utmost importance because to me it is all about developing strong long-lasting relationships.
Following the pandemic, I joined VouchedFor (trip advisor for professionals) and am proud to have qualified as a Top Rated Adviser for the fourth consecutive year, based purely on client feedback.
A joined up approach to your financial and estate planning helps keep things simple! One point of contact for your protection, mortgage and estate planning needs.
When I'm not helping my clients I love to enjoy quality time with my partner Paul and our children Ava and Izaak, visiting our local beaches, sea swimming, walking & watching live music.
ABOUT ME
Hey there, it’s nice to meet you - I’m Kerry
I have worked in Financial Services for 24 years, 13 years with HSBC as a Financial Planning Manager & Senior Premier Relationship Manager & 11 years in my own Financial Services ‘Boutique’ as a Mortgage, Protection & Estate Planning Consultant.
Delivering excellent customer service & communicating effectively are of the utmost importance because to me it is all about developing strong long-lasting relationships.
Following the pandemic, I joined VouchedFor (trip advisor for professionals) & am proud to have qualified as a Top Rated Adviser for the forth consecutive year, based purely on client feedback.
A joined up approach to your financial & estate planning helps keep things simple! One point of contact for your protection, mortgage and estate planning needs.
When I'm not helping my clients, I love to enjoy quality time with my partner Paul and our children Ava and Izaak, visiting our local beaches, sea swimming, walking and watching live music.
DELIVERING EXCELLENT CUSTOMER SERVICE AND DEVELOPING STRONG LONG-LASTING RELATIONSHIPS
What's important to me
In this industry it is good to be really open and honest about our motivations and how we became to be who we are. For me it is so important to express to you about my journey, so you can see ways to avoid pitfalls but also so you can see what is possible.
I have worked in Financial Services for over 24 years & talking about death is part of my every day work, but it isn't a common everyday topic for most people.
I have first hand experience when my Dad passed. As I had written his Will for him I was fully aware of what he wanted to happen. It helped me at a time when I wasn't thinking as clearly as normal to make decisions from a more informed perspective rather than a cloudy one.
I am hugely passionate about helping make things easier for everyone.
Here's what my client's are saying....
Kerry was awesome in everyway!!
A total one stop shop really, very helpful, very knowledgeable & very easy going as a person. I would never have been able to get a mortgage and protection without her and I'm very grateful for all she has done.
I feel safe knowing that from here on in that I have Kerry in my corner.
Danny
I first met Kerry when I was looking for a mortgage advisor.
Kerry sorted out my remortgage at the time and has since helped us to move home. She also sorted all my insurances.
More recently she has been very supportive in helping with sorting power of attorneys and a will for my husband.
Tamsin
Kerry provided us with options regarding borrowing against our current mortgage and worked within our monthly budget to find us the best protection policies to suit us should the inevitable happen, ensuring that we are financially secure.
Kerry provided competitive options and was extremely helpful in working with us to find the right solutions.
Lynn
Here's what my client's are saying....
Kerry was awesome in everyway!!
A total one stop shop really, very helpful, very knowledgeable & very easy going as a person. I would never have been able to get a mortgage and protection without her and I'm very grateful for all she has done.
I feel safe knowing that from here on in that I have Kerry in my corner.
Danny
I first met Kerry when I was looking for a mortgage advisor.
Kerry sorted out my remortgage at the time and has since helped us to move home. She also sorted all my insurances.
More recently she has been very supportive in helping with sorting power of attorneys and a will for my husband.
Tamsin
Kerry provided us with options regarding borrowing against our current mortgage and worked within our monthly budget to find us the best protection policies to suit us should the inevitable happen, ensuring that we are financially secure.
Kerry provided competitive options and was extremely helpful in working with us to find the right solutions.
Lynn
Services tailored to meet your needs.
The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.
Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. A fee may be charged for mortgage advice, the exact amount will depend on your circumstances. Wills are not regulated by the Financial Conduct Authority.
Horizon Mortgages and Protection Ltd is an appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales no. 10625787 | Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Terms of Business | Privacy & Cookie Policy
Wills are not regulated by the Financial Conduct Authority.
Horizon Estate Planning Ltd - Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Company number 10625489
The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.
Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. A fee may be charged for mortgage advice. The exact amount will depend on your circumstances. Wills are not regulated by the Financial Conduct Authority.
Horizon Mortgages and Protection Ltd is an appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales no. 10625787 | Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Terms of Business | Privacy & Cookie Policy
Wills are not regulated by the Financial Conduct Authority.
Horizon Estate Planning Ltd - Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Company number 10625489
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