When designing an individual investment strategy we spend a significant amount of time with each client to ascertain your individual financial goals, your current financial situation and your risk profile. Our aim is to not just outperform the markets but to develop a long term relationship with you to enable you to achieve you long-term financial goals. De Beul Kerr Independent Financial Adviser.
Our 25 years experience in the market allows us to develop a well-constructed investment portfolio based on your own goals and risk profile. We have a track record of consistently achieving returns above market performance and have significant experience in Pension planning, Investments, Risk profiling and Equity release. We are always available to discuss your financial needs.
Meet the team!
Barbara is from Belgium, previously worked for the Belgian Government in Infectious Disease and moved to Scotland in 2005. Her previous role in the UK, was with Biobank, as an Area Manager, preparing a blueprint of UK health. Barbara brings a vast amount of experience having worked in Belgium & the Netherlands and is fluent in the following languages – English, Flemish, French. Barbara enjoys skiing & walking and is a qualified in Sports Injury Massage.
Brian has been an Advisor since 1994, building up a vast amount of knowledge & experience as an Independent Financial Advisor. Having been accredited by the Personal Finance Society (PFS) as a Later Life Planner and a Member of The Equity Release Council (Lending in Retirement). Brian is also a student of various Martial Arts, which he enjoys in his spare time, along with skiing and golf.
In addition in De Beul Kerr we have built up an excellent service for our clients to help them built a plan for now and the future, for the good times and the bad……… Our Team are always here to help…….. Brian is also accredited by the Personal Finance Society (PFS) as a Later Life Specialist for Long term Care and Equity Release (Lending in Retirement) as well as being a Member of The Equity Release Council……
Joel has worked in the financial services industry since 2013, originally starting in Customer Service and Support roles for St. James’s Place Wealth Management and Mazars and is now working towards her CII Level 4 Diploma
In her spare time Joel enjoys going to the gym and spending time with friends and family.
Here are some metrics about De Buel Kerr Ltd. When designing an individual investment strategy we spend a significant amount of time with each client to ascertain your individual financial goals, your current financial situation and your risk profile. Our aim is to not just outperform the markets but to develop a long term relationship with you to enable you to achieve you long-term financial goals. De Beul Kerr Independent Financial Adviser. Our 25 years experience in the market allows us to develop a well-constructed investment portfolio based on your own goals and risk profile. We have a track record of consistently achieving returns above market performance and have significant experience in Pension planning, Investments, Risk profiling and Equity release. We are always available to discuss your financial need
English
Dutch
French
Polish