Meet our advisers

Kerry McCrohon

Kerry Mccrohon Bio Pic (1)

Kerry McCrohon Dip CII

Independent Financial Adviser

About me

I have been giving financial advice since 1988 and have achieved a Diploma in Insurance with the Chartered Insurance Institute.  I have worked as a bank manager, premier advisor, trainer and financial advisor during that time and I have specialised in areas such as retirement planning and inheritance tax/estate planning. 

My objective is always to offer that “little extra something” to all my clients and to go above and beyond their expectations.  Every client has their own individual circumstances, goals and aspirations so it means that every appointment I have is different and unique.  I believe in lifelong partnerships by helping clients buy their first home, set up their first pension and/or investment and then providing retirement advice when they choose to cease work. 

I pride myself on my reliability, communication skills and attention to detail.  My clients know they can ring or email me with questions and they will get a prompt and professional response. 

 

Location 

Southern England