Kelly Keate

Senior Financial Planning Administrator

After completing her higher education and deciding that she would like to work in financial services with a City-based firm, Kelly joined the industry in September 2009 before moving to Cavendish Brooke in June 2011.  As a member of our administration team, her core responsibilities are the processing of new business as well as ongoing client servicing and liaison.

Kelly is studying for her Financial Services diploma so as to progress her career and become a qualified Paraplanner in the future.  With her quiet diligence and determination and her excellent can-do attitude, Kelly is a valued member of our team in whom we have every confidence.

When not at work or out socialising, our chocaholic can be found relaxing in front of a good film with a glass of wine in hand!

Contact:
020 3750 9697
Email Kelly