Kerry Roffey
Technical Manager at Seabrook Clark Ltd
Based in Exeter, United Kingdom
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Seniority
Manager
Department
Information Technology
Location
Exeter
Industry
Financial Services
Company size
10
Contact information
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k•••••••@seabrookclark.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Kerry Roffey
Experienced, highly qualified paraplanner with a demonstrated history of working in the financial services industry. FCA authorised, holder of the Diploma in Financial Planning, and continuing with studies towards the CII Advanced Diploma to achieve Chartered status. Experienced in holistic financial planning for high net worth clients including investments, pensions, Estate planning, retirement planning and trusts.
Decision-makers
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- ESStaff
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- HWManager
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