I first met Keri when my late husband sold his company shares and we turned to Broadway Financial Planning for investment advice. Keri quickly impressed us with her vast knowledge and understanding of the financial marketplace and global economies.
After more than 50 years working in the forefront of the financial services sector Simon has decided to take a back seat and will not be renewing his Practicing Certificate as a Chartered Wealth Manager at the end of this year. He will remain as non-executive Chairman of BFP for the time being, but will no longer be advising clients.
Keri, who took over full time responsibility for the company in 2013, has exciting plans for the future and talks about these later in this newsletter. Asked to make a few comments, Simon said “I am delighted to be leaving BFP in such capable hands and send Keri and her lovely team every good wish in the future. We have all come a long way together and enjoyed a really good relationship which, I am sure, has helped to create the friendly yet professional ambience that our clients have come to expect”.