Meet the team
Small, but perfectly formed.
Come to Broadway Financial Planning and you'll get to know each and every one of our dedicated and professional team. We all work closely together to provide an exemplary and caring service – one that you'll come to trust and respect.
Keri Carter
Certified Financial Planner™ | Chartered Wealth Manager | Managing Director
Keri is hugely passionate about Financial Planning and provides strategic advice to our clients, as well as overseeing the running of our firm. She joined us in 2001, qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year award.
Since 2001, Keri has been actively involved in promoting the profession through her work as a Board Director of the Institute of Financial Planning (IFP), and more recently, as Deputy Chairman of the Financial Planning Forum Committee at the Chartered Institute for Securities and Investment (CISI). She has recently worked as a mentor for Coventry University Wealth Management Initiative and received the Tony Sellon award in 2017 for her contribution to Financial Planning. Keri also holds the STEP Certificate for Financial Services, Trusts and Estate Planning, bridging the knowledge between BFP and specialist lawyers. She is regularly asked to share her views on financial matters by industry publications and the national press.
Keri is married to Neil and has a young daughter, Connie. As well as juggling the challenges of motherhood, she enjoys travelling, skiing and walking their Cockapoo, Rosie.
Rebecca Daly
Financial Paraplanner
Rebecca graduated in 2015 with an Honours Bachelor of Commerce Degree and moved from Cork in Ireland to join the team in May 2018.
Now Ofqual level 6 qualified with a Diploma in Financial Planning, Rebecca works closely with Keri and Hetty in supporting them with providing advice to clients. She enjoys the Paraplanning role as she considers it to be ‘the best of both worlds’ with equal parts client contact and ‘behind the scenes’ technical work.
Hetty Hyde-Durrant
Financial Planner
Hetty joined us in October 2022 after 6 years’ experience working behind the scenes in a large financial planning firm. She has an MSc in Economics and Public Policy from the University of Bristol and became a Certified Financial Planner™ in February 2024.
Hetty works alongside Keri providing Financial Planning advice to clients. She believes that Financial Planning is personal and about helping clients achieve their goals and aspirations, not just about the numbers.
Outside of work she loves travelling with her fiancé, going to festivals with friends and exploring local pubs to find the best Sunday dinner! She also attends CrossFit classes most days. She says it’s to keep her fit but really, it’s to socialise!
Gill Clark
Assistant to Financial Planners
Gill joined us in 2013 as our Administrator and has since gone on to develop her role.
With a background in financial services, she brought a wealth of expertise to the firm. Acting as the main contact for clients, Gill provides all of the client support to Keri and the team and is integral in the ongoing relationships with clients.
Caroline Bishop
Bookkeeper
Caroline joined in 2009 to provide bookkeeping and accountancy support. Caroline’s main responsibilities include purchase and sales ledger input, preparation of management accounts, and PAYE. Her valuable support is integral to the efficient running of our business.