Katy Baxter Email & Phone Number

Managing Director and Adviser at Montgomery Estate Planning Limited @ Montgomery Estate Planning Limited

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Katy Baxter's Location

Berkhamsted, GB

Katy Baxter's Work

Managing Director and Adviser at Montgomery Estate Planning Limited @ Montgomery Estate Planning Limited
Managing Director and owner @ Baxter Financial Limited
CEO and owner @ Baxter Financial Ltd, Baxter & Lindley Client Solutions Ltd and Baxter Legacy Pr

Director @ Baxter & Lindley Financial Services Ltd
Chair @ MDRT
London Chair @ MDRT

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Katy Baxter's Education

Tring School
1981 - 1989

Katy Baxter's Skills

Insurance
Financial Planners
Small Business

Estate Planning
Asset Allocation
Business Strategy
Disability Insurance
Coaching

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Katy Baxter's Summary

Katy Baxter, based in Berkhamsted, GB, is currently a Managing Director and Adviser at Montgomery Estate Planning Limited at Montgomery Estate Planning Limited, bringing experience from previous roles at Baxter Financial Limited, Baxter Financial Ltd, Baxter & Lindley Client Solutions Ltd and Baxter Legacy Pr, Baxter & Lindley Financial Services Ltd and MDRT UK. Katy Baxter holds a 1981 - 1989 Tring School. With a robust skill set that includes Insurance, Financial Planners, Small Business, Estate Planning, Asset Allocation and more, Katy Baxter contributes valuable insights to the industry. Katy Baxter has 1 email on RocketReach.