Keri has the ability to combine professionalism with kindness and it was these qualities that came to the fore when my husband suddenly passed away and we were catapulted into a situation with the Trustees of his estate which nobody could have foreseen.
After more than 50 years working in the forefront of the financial services sector Simon has decided to take a back seat and will not be renewing his Practicing Certificate as a Chartered Wealth Manager at the end of this year. He will remain as non-executive Chairman of BFP for the time being, but will no longer be advising clients.
Keri, who took over full time responsibility for the company in 2013, has exciting plans for the future and talks about these later in this newsletter. Asked to make a few comments, Simon said “I am delighted to be leaving BFP in such capable hands and send Keri and her lovely team every good wish in the future. We have all come a long way together and enjoyed a really good relationship which, I am sure, has helped to create the friendly yet professional ambience that our clients have come to expect”.