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Kelly Armstrong

09:00 - 19:00 Monday to Friday

Covering Birtley and surrounding areas. 

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Meet Kelly Armstrong

I am a fully qualified financial planner looking to help my clients reach their goals and aspirations throughout all stages of their life. Having worked in the industry since 2003 I am able to use my extensive knowledge when assisting clients.

My aim is to ensure my clients fully understand the complexities of their financial planning by taking the time to explain difficult concepts, supporting my clients with decision-making and providing a personal ongoing service.

Whether it is planning for retirement, saving for the future, protecting what you have or applying for a mortgage I will ensure the correct solution is selected. Outside of work my passion is my 2 beautiful children, ensuring I make the most of the time we spend together.

About my services

Services and Support that I offer

  • Protecting you and your family
  • Helping you have the Retirement that you want
  • Saving and Investing for the future
  • Estate Planning to help protect against Inheritance Tax
  • Saving for your children or grandchildren
  • Business Protection for owners, directors and key personnel

 

My Commitment to you

I will work with you and help set your plans for the now and support your goals for the future. I will provide advice tailored for you and in a way that is clear to understand and without pressure.