It's about making sure you have the funds to carry out your dreams and aspirations and take care of any eventualities should anything happen to you along the way. Just as you might instruct a personaltrainer to help you achieve your sporting goals, a financial planner can be used to help you fund your personal goals. Without goals, you don't know where you are heading. However, some people find that goals can be hard to set.
Jerry has worked in financial services for over 25 years, including for a number of insurance companies until 2008 when he joined Kenley Financial Ltd as Director. Jerry is a member of the PersonalFinance Society and is a Chartered Financial Planner. Steve joined the business as a Director in June 2014 having worked in a number of positions for a leading insurance company for over 15 years, including senior management roles.
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