Vanessa Kelley
Independent Financial Adviser
Brighton | Tel: 01273 307 028 or 07880 527 278
Qualifications
- Advanced Taxation and Trusts
- Advanced Personal Investments
- Advanced Pensions
- Pension Simplification paper
- Mortgage Advice
- Diploma in Financial Planning
- J05 Pension Income Options
- ER1 Equity Release
- CF8 Long term care
Vanessa has been involved in ethical investment since 1992. Totally committed to her values, she became an independent financial adviser specialising in green, ethically screened and environmentally sensitive financial products.
Vanessa believes passionately that individual values are an important part of financial planning. She is also committed to all her clients being offered this choice.
As well as being highly qualified, particularly in pensions, investments, inheritance tax, family protection and holistic financial planning, Vanessa supports many charities and causes, particularly those involved in animal welfare, peace campaigns and the environment. Vanessa acts as a Charity Trustee and Treasurer for a number of charities.
Vanessa lives and works in Brighton and has clients across the South East of England. She is available for meetings in Brighton or will travel to visit clients at their homes. She also sees clients at our London office on a regular basis.
Vanessa Kelley's LinkedIn profile
“We have trusted Vanessa with our finances for nearly 15 years now, she has seen us through marriage, children, house purchases, job changes … and we have always felt more secure knowing that she was looking after us, and also that she had our ethical interests at heart.”