Kelly Ansell
Financial Planner
Birmingham office
What attracted you to a career in wealth management?
When a member of my family became ill I was looking after their care needs and wellbeing, but also had to focus on their financial security. This made me realise the importance of having a Financial Planner who can help you to develop a secure financial plan to protect you and your loved ones. Having a bespoke financial plan in place should anything happen removes any financial concerns, allowing you to focus on your loved ones with the peace of mind that you have someone you trust to support you through challenging life events. It was through this difficult life event that I decided to pursue a career as a Financial Planner.
How do you approach your role on a daily basis?
I consider myself to be in a privileged position to be able to help and support my clients to achieve their financial goals and objectives. I want my clients to have financial peace of mind and the knowledge that I am there for them. It’s really important for me to get to know and understand my clients and develop a unique plan which we can review and modify as life changes.
What are your interests outside of work?
There are two big passions in my life, family, and travel. When I’m not at work, quality family time is my priority, and if I can combine family and travel then all the better. I’ve always loved to travel, to experience different cultures and places is so enriching.