At Kay Capital Management we offer Private and Corporate clients a truly personalised approach to financial and wealth management.
We achieve this by building strong relationships through regular review meetings in order that we may fully understand your needs and objectives in all financial areas through every life stage.
We pride ourselves on providing clear, reliable financial advice and offering an excellent service by putting you, the client at the forefront of all of our thinking
Richard is the founding member of the practice and a fully diploma qualified financial planning consultant with over 10 years experience.
His career in financial services started over 15 years ago working on large occupational pension schemes. Following a period of over 10 years working within another practice Richard decided that the time was right to start Kay Capital Management, in order that he may satisfy the needs of his clients, old and new, by providing holistic financial advice and excellent client service
Georgina is Practice Manager, overseeing the day to day running of the practice and
She has a wealth of financial services industry knowledge having worked in banking; following her graduation; and more recently as an underwriter for a large general insurance company.
Her strong client service ethic was further developed whilst running an administration team for a leading enterprise computing products distributor.
Georgina is committed to ensuring that all clients of Kay Capital Management receive an unsurpassed level of service.