Keri Carter, CFP, MD
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 PlannerTM 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 Service, 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 Jack Russell terrier, Bailey.