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.
Keri has been selected as the “cover girl” for the latest edition of Citywire New Model Adviser! The article explains Keri’s visions for Broadway Financial Planning and how we are planning for the future ourselves.
It was rather a windy day for the photo shoot but I think you will agree the end results are lovely, including a cameo from Bailey the Jack Russell. Broadway Financial Planning last featured on the cover of New Model Adviser in 2006 when Simon was Managing Director.
Keri explains in the article about our recent move to a converted coach house on the beautiful Farncombe Estate just above Broadway. She says “brand and office aesthetics have always been important: we want clients to talk about their goals and finances in a relaxing environment. This office keeps the same feel. We work hard to make sure clients get the right experience, which is warm but professional, and they feel well looked after. One of them said the other day we were “good for the soul”.
To read more about Keri’s plans for Broadway Financial Planning click here.