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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.

Location: Southampton

Contact:

02380 381667
View Debbie Kay's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.