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
- 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 @
- 2010 -2012 London Chair @
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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