Kerry Roffey - Paraplanner

Kerry Roffey

Kerry has worked in the Financial Services industry for over seven years, successfully completing her Certificate in Financial Planning in 2008.  Her aim is to continue with further study towards her Diploma.  Kerry has a great deal of experience, technical knowledge and has excellent customer service skills.  She began working as a Personal Assistant for two Financial Services Directors before joining Friends Provident in 2005, being eventually promoted to Senior Project Consultant.

As a Paraplanner, Kerry’s role at Beckworth is to assist with research and report writing for the Advisers and to provide clients with technical and administrative help wherever necessary.

Kerry was born in Exeter and currently lives in Exmouth with her beloved dog, Barney.

Beckworth Financial Services Ltd, 30 Southernhay East, Exeter, Devon, EX1 1NS is authorised and regulated by the Financial Services Authority. Registered in England No 4145306. 
Registered Address: 30 Southernhay East, Exeter, Devon, EX1 1NS. We are entered on the FSA Register No 430007 at www.fsa.gov.uk/register/home.do.
The guidance and/or advice contained within this website is subject to the UK Regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Services Authority does not regulate Taxation and Trust advice.

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