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Kerry Vilchez
Financial Planner

Kerry Vilchez

Financial planning

Areas of expertise

  • Personal
  • Business tax planning
  • Estate planning

Experience

Kerry is a Chartered Financial Planner and has worked in financial services for 23 years, originally joining Evelyn Partners (when it was HW Financial Services/Bestinvest and formerly Tilney) in 2011. Kerry’s career has taken her from a technical paraplanning role, progressing to a management role and now advising clients within a successful North West financial planning team. Kerry has wide experience particularly in both personal and business tax planning.

Professional qualifications/memberships

  • Dip PFS
  • Chartered Financial Planner
  • APFS

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