Katy Baxter Email & Phone Number

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

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Katy Baxter Location

Berkhamsted, GB

Katy Baxter Work

2021 - now Managing Director and Adviser at Montgomery Estate Planning Limited @ Montgomery Estate Planning Limited
2016 - now Managing Director and owner @ Baxter Financial Limited
2016 - now CEO and owner @ Baxter Financial Ltd, Baxter & Lindley Client Solutions Ltd and Baxter Legacy Pr

1996 - now Director @ Baxter & Lindley Financial Services Ltd
2013 - 2015 Chair @ MDRT
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2010 - 2012 London Chair @ MDRT

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Katy Baxter Education

Tring School
1981 - 1989

Katy Baxter Skills

Insurance
Financial Planners
Small Business

Estate Planning
Coaching
Asset Allocation
Business Strategy
Disability Insurance

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Katy Baxter Summary

Katy Baxter, based in Berkhamsted, GB, is currently a Managing Director and Adviser at Montgomery Estate Planning Limited at Montgomery Estate Planning Limited. Katy Baxter brings 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, Coaching and more. Katy Baxter has 1 mobile phone numbers on RocketReach.

Katy Baxter Phone Numbers

Found 2 phone numbers

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