0330 038 8941
Based in Hereford
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FCA Regulated
Kirsty and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 January 2026
Kirsty and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
43
Recent Client Reviews
Kirsty has received 43 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kirsty has received 43 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 04 November 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
22
Qualifications Uploaded
Kirsty has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
22 qualification certificates available to view
Kirsty has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Fees not yet added
Kirsty has not yet added their fees to their profile
24
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kirsty (based on 24 first impressions)
100% of users who are not yet clients had a positive first experience with Kirsty
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kirsty (based on 24 first impressions)
I have worked in financial services for over 25 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including retirement planning, wealth protection, inheritance tax planning, savings, and investment planning. Outside work I enjoy family walks, reading for pleasure - I love being a member of a local book club which encourages me to read books I wouldn't usually consider - and scoring for our local cricket club. As a Partner Practice of St. James’s Place Wealth Management based in Hereford, my priority is to build long-term relationships with my clients and to be a source of trusted advice and support as their financial needs evolve over the years. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 14/11/2024