Kaye Price
DipPFS CeMAP
I am a multi-award-winning financial planner and Director of KP Financial Wellbeing. With over 26 years’ experience, I have a passion for helping my clients with their financial wellbeing and supporting them through life’s journeys. I have been advising medical professionals for over 20 years and since 2020 I have supported many business owners and females navigating the financial journey. I am married to Chris, and we have three beautiful daughters and a cute dog, Dolly.
About
I pride myself in providing an excellent service to all of my clients. I plan holistically for all my clients, incorporating their existing arrangements and addressing all financial goals and objectives — including short-, medium- and long-term plans.
My commitment is that my clients come first. We meet on a regular basis to review their ever-evolving financial requirements which will include, pension and investment planning, protection and inheritance tax planning.
The level of satisfaction may be judged by the fact that most of my new clients are as a result of existing client recommendations and events I conduct mainly requested by my clients
I am committed to ensuring my industry and specialist knowledge remains relevant and current by placing strong emphasis on my personal development and this in turn will allow me to provide a rounded, professional and principled service.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
