9 to 5

Kez has more than 20 years of experience in financial services, 16 of which were spent working for providers. In 2017, Kez decided to switch things up and move to the advice sector. She started as a report writer at a financial planning firm before joining us in 2020.

Kez has completed a paraplanning apprenticeship and is working towards the Diploma in Regulated Financial Planning. In her role, she conducts research on pension and investment products and solutions, writes highly detailed suitability reports, and ensures our work is of the highest standard.



Clocking off

Outside of work, Kez loves to spend time with family and friends. A lover of live music, you will often find her singing along at concerts in the evenings.

Kez especially likes to be outdoors, whether that’s by taking long walks, camping or being near the sea.

More team members

Come and meet our crew