Kim Cardy

Experience

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  LLoyds TSB

  Jul 1992 - Nov 2004

  Financial Planning Consultant

  Giving advice on investments, pensions and protection.

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  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.

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  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.

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  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.

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  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

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  Tavistock Group

  Mar 2022 - now

  Client Relationship Manager