Born and raised in Eastbourne, Kim won a scholarship to a local school and excelled in music, languages and the performing arts. These remain a passion and influence to the present day.
Following an early career in accountancy, Kim moved into financial services in 2000, starting as an administrator and quickly progressing to paraplanning while gaining her financial planning qualifications.
In 2003, Kim side-stepped into an advisory role as an Independent Financial Adviser, but ultimately always felt happiest as a paraplanner, so moved into an in-house paraplanning role in Tunbridge Wells in 2004.
Within another 5 years, Kim had become a Fellow of the Personal Finance Society, Certified Financial PlannerTM and a Chartered Investments and Securities Institute (CISI) Accredited Paraplanner.
An experienced writer for the financial press, and occasional public speaker on all things paraplanning, Kim won a Paraplanner of the Year Award in 2013.
As one of the industry’s earliest adopters of the ‘paraplanner’ job title over 20 years ago, and having worked in administrative, advisory, in-house and outsourced paraplanning roles, Kim is ideally placed to recognise the individual skills required and displayed by people working in different areas of financial services, and to help others in their own career journeys.
Kim has made it her mission to continue to pass on the considerable depth of her experience and knowledge as her legacy to the industry, and to those looking to join it, through volunteering as a mentor and Paraplanner Interest Group member for the CISI and as a regular helper and supporter of the Initiative for Financial Wellbeing (IFW).
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