Kerry Holmes

Board Trustee at Nelson's Journey

Based in Norwich, United Kingdom

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Seniority

C-Team

Department

General Business & Management

Location

Norwich

Industry

Non-profit Organizations

Company size

27

Contact information

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Email

1 credit

k•••••••@nelsonsjourney.org.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Kerry Holmes

I am able to offer a bespoke independent financial planning service encompassing all aspects of your needs.My service will help you to build, manage and protect your wealth according to your individual needs and goals.My style is marked by a creative and personal approach to solving the often complicated needs of my clients, I pride myself in helping to clearly identify clients own goals and objectives and then present a solution to meet their precise needs. I also works with charities and their trustees to organise their assets to meet their needs and achieve their goals. This can include helping the organisation refine their investment policy statement, reviewing investments, managing a selection process, and ongoing independent investment oversight.I aim to develop long term relationships based on confidence and trust.

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Kerry Holmes Email & Phone Number @ Nelson's Journey | Kipplo Discover