Kelly Trees

Financial Adviser

Direct Dial: 01603 786836
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  • DipPFS
  • CeMAP
  • CeRER

Kelly is an Independent Financial Adviser, having joined the S&P team in 2011. She has been in the industry since 2002 and holds the Diploma in Financial Advice as well as Certificates in Mortgage Practice and Equity Release. She specialises in Long Term Care and is a member of the Later Life Academy.

Kelly works closely with professional colleagues both locally and nationally, advising clients on complex investment, pension and inheritance tax issues. This collaboration allows Kelly to add value to the services provided by other professionals, with our advice seamlessly working alongside theirs.

As well as working with professionals, Kelly providesĀ investment and pension advice to high net worth individuals, tailoring the advice to suit their individual requirements, goals and circumstances.

Kelly is married with a daughter and two sons. They are an outdoor family and enjoy looking after animals: their extended family includes two rescue Hill Ponies as well as a Sprocker Spaniel, cat, rabbit and hamster.

To find out how we can help you, contact us on: 01603 789966 or email your enquiry to:
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