Kelly Trees APFS, CeMAP, CeRER

Associate Director, Chartered Financial Planner

Kelly joined the S&P team in 2011, she is an Associate Director and a Chartered Financial Planner. Kelly works closely with professional colleagues both locally and nationally, advising clients on complex investments, pensions and inheritance tax issues.

Inheritance tax and tax mitigation is an area that Kelly loves to work within and finds that this goes hand in hand with working with Accountants. This collaboration allows Kelly to add value to the services provided by other professionals, with our advice seamlessly working alongside theirs.

Kelly also provides pension and investment advice to high net worth individuals, building financial plans that meet their agreed requirements, goals and circumstances.

Outside of work Kelly has three children, one of which she is teaching to drive. Her daughter is following in Kelly’s footsteps and has a keen interest in Clay Pigeon Shooting, she has recently made it into the Leicestershire squad, which makes all of the hard work worthwhile