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Debbie Kay

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Wealth Planning Director

Debbie provides high quality independent financial planning advice to high net worth individuals, families and trusts. She specialises in dealing with Private Office clients who typically have more complex affairs.This includes financial structuring, investment consulting, strategic asset allocation, appointment of discretionary investment managers, coordination of professional advisers, succession planning, philanthropy and charitable giving.

Areas of expertise:

Advising High Net Worth Individuals (HNWI), families, trusts.

Contact:

02380 381667
View Debbie Kay's profile on LinkedIn

Location: Southampton

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.