Kim Cardy

Kim Cardy

Financial Planning Consultant

Followers of Kim Cardy188 followers
location of Kim CardyBotesdale, England, United Kingdom

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  • Timeline

  • About me

    Client Relationship Manager at Tavistock Group

  • Education

    • Thurston Upper School

      1974 - 1977
  • Experience

    • LLoyds TSB

      Jul 1992 - Nov 2004
      Financial Planning Consultant

      Giving advice on investments, pensions and protection.

    • Banco Santander (Geoban)

      Nov 2004 - Jul 2016
      Client Relationship Manager

      Building long term relationships with clients, and giving investment advice, mainly to High net worth clients. Previously also giving pension and protection advice.

    • Mattioli Woods

      Jul 2016 - Dec 2016
      Group scheme consultant

      Advising employees on their Group personal pensions and other benefits. Preparing and giving presentations to employees. Working closely with a team of administration staff and various providers.

    • ALAN BOSWELL GROUP LIMITED

      Aug 2017 - Nov 2017
      Technical Planner

      Working as a Paraplanner/Technical Advisor, I provided technical support to a term of Independent Financial Advisors. This involved preparing investment reports, researching markets and investment research.

    • THE BECKETT INVESTMENT MANAGEMENT GROUP LIMITED

      Jan 2018 - Aug 2020
      Senior Corporate Support

      I joined the Beckett Group in January 2018, and work in Employee Benefits, giving support to the the Employee Benefits Consultants. My role involves client servicing, group risk, compliance and client reports.Beckett Investment Management Group Ltd is a leading firm of independent financial advisers.Becketts has been trading for over 30 years providing financial wellbeing to private clients on an independent basis, and innovative Employee Benefits. As a trusted advisor, we have been the recipient of many awards over the last few years. This recognition is due to our exceptional customer service and our passion for being an employer of choice. We are accredited Chartered Financial Planners as awarded by the Chartered Insurance Institute, which reflects our experience and the responsibility we have to our clients. Show less

    • Tavistock Group

      Mar 2022 - now
      Client Relationship Manager
  • Licenses & Certifications

    • Dip Cii

      Cii