Keri Carter, CFP
Certified Financial Planner
Keri works at Broadway Financial Planning jointly as a paraplanner to Simon Williamson and a qualified Financial Planner. After many years experience as a Commercial Insurance Broker, Keri took the sidestep into Financial Services and joined Simon at his practice in August 2001. Having qualified as an authorised adviser, Keri has continued with her studies in advanced qualifications to achieve CFP status in August 2007. Keri is also the chairman for the Cotswold branch of the Institute of Financial Planning hosting monthly forums for financial planners and is the Conference Chairman for the IFP's Forum for Success in 2008 . She is a keen skier, and enjoys travelling and socialising.
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