About 2017-12-20T10:31:51+00:00

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.

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……

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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.

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Alison previously worked with Scottish Widows, dealing with Advisors, in Pensions. Alison also carried out the role of Mentor, within this Department of Scottish Widows. Alison is a Dance Teacher, which takes her all over the UK, in her spare time.

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Tennant has previously worked for Fishers Services, Rentokil Initial and Interchange & Consort Hotels in Commercial Director, Regional Director and Director of Sales roles. He is currently studying to become a fully qualified Independent Financial Advisor. Outside of work Tennant still follows rugby, and also enjoys skiing and surfing…dependant upon the time of year.

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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

Funds under management £ 7010000
Equity released in the past 12 months £ 901000
Another metric £ 851000
Customer satisfaction – Vouched For % 97
Company Growth % 60
Value released per property £ 971000
IFA rating % 95