Keri Carter Email & Phone Number
Certified Financial Planner @ Wren Sterling
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Keri Carter Location
- Broadway, GB
Keri Carter Work
- Certified Financial Planner @ (February 2025 - Present)
- Certified Financial Planner and Managing Director @ Broadway Financial Planning Ltd (August 2001 - January 2025)
- CISI IFP Forum Committee member @ (October 2016 - October 2019)
- Board Director @ Institute of Financial Planning (October 2008 - October 2011)
- Branch Chairman @ Institute of Financial Planning (January 2001 - January 2009)
Keri Carter Education
- Tewkesbury School 1980-1987
Keri Carter Skills
- Strategic Financial Planning
- Financial Advisory
- High Net Worth Individuals
- Investment Strategies
- Investments
- Financial Planners
- Inheritance Tax Planning
- Pensions
- Certified Financial Planner
- Retirement
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Wealth
- Retirement Planning
- Wealth Management
- Financial Planning
- Wealth Management Services
Keri Carter Summary
- Keri Carter, based in Broadway, GB, is currently a Certified Financial Planner at Wren Sterling. Keri Carter brings experience from previous roles at Broadway Financial Planning Ltd, The Chartered Institute for Securities & Investment (The CISI) and Institute of Financial Planning. Keri Carter holds a 1980 - 1987 Tewkesbury School. With a robust skill set that includes Strategic Financial Planning, Financial Advisory, High Net Worth Individuals, Investment Strategies, Investments and more. Keri Carter has 1 emails and 1 mobile phone numbers on RocketReach.
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