Katy Baxter Email & Phone Number
Managing Director and Adviser at Montgomery Estate Planning Limited
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Katy Baxter Location
- Berkhamsted, GB
Katy Baxter Work
- Managing Director and Adviser at Montgomery Estate Planning Limited @ Montgomery Estate Planning Limited (July 2021 - Present)
- Managing Director and owner @ Baxter Financial Limited (May 2016 - Present)
- CEO and owner @ Baxter Financial Ltd, Baxter & Lindley Client Solutions Ltd and Baxter Legacy Pr (September 2016 - Present)
- Director @ Baxter & Lindley Financial Services Ltd (January 1996 - Present)
- Chair @ (September 2013 - August 2015)
- London Chair @ (September 2010 - January 2012)
Katy Baxter Education
- Tring School 1981-1989
Katy Baxter Skills
- Insurance
- Financial Planners
- Small Business
- Estate Planning
- Coaching
- Asset Allocation
- Business Strategy
- Disability Insurance
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.
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