Charley Kay BA (Hons) DipPFS

Trainee Financial Planner

Charley is a Trainee Financial Planner and joined Attivo Financial Planning in 2018. Charley holds the Diploma in Financial Planning and is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

Charley holds the Diploma in Financial Planning and also holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning.

Our Trainee Financial Planners are the first point of contact for new clients, meeting with them to understand their individual requirements, gather information and complete risk assessments. They communicate with providers to ensure our Financial Planners are fully prepared for all client meetings.