Keri Carter, CFPTM, MD
Certified Financial Planner TM
Chartered Wealth Manager
Keri is a Certified Financial Planner TM, Chartered Wealth Manager and Managing Director / shareholder of the firm.
Having joined the firm in 2001 in an administrative capacity, Keri commenced her studies and went on to become a Certified Financial Planner in 2007.
Keri's main responsibilities are providing strategic Financial Planning advice to the clients of BFP and overseeing the running of the firm on a day-to-day basis.
Keri is hugely passionate about Financial Planning and spent three years as a voluntary Board Director of the Institute of Financial Planning (IFP), a professional body dedicated to raising the standards of planning advice. She was instrumental in helping to produce the framework for the pioneering Paraplanner qualification established by the IFP in 2010.
Keri was nominated by her peers to be on the CISI's IFP Forum Committee. The aim of the committee is to raise the standards of Financial Planning in the UK.
Keri has commented on financial matters with local radio, The Observer, The Sunday Times and The Independent.
In 2014, Keri was announced as the inaugural winner of the CFP Professional of the Year Award.
Keri is married to Neil and has a young daughter, Connie. She enjoys travelling, skiing and walking their Jack Russell terrier, Bailey.