Kelly… in a nutshell

I would honestly say there is no ‘regular day’ at Montgomery Charles! Every day is different and involves responding to client queries, preparing client reviews, processing paperwork and liaising with investment and pension providers as well as assisting the technical paraplanners and advisers.

I really enjoy working with a close knit team of lovely people. It doesn’t matter how varied your day is if you don’t rub along well with your colleagues.

I lived in Switzerland for nearly seven years, and speak a reasonable amount of French. However, my children would probably say that my pronunciation and accent are terrible!

I have been lucky enough to visit a number of Formula 1 circuits. I’ve always enjoyed watching motorsports in my spare time – usually alongside my husband, three children and two dogs. As for future trips: Texas is next on my wish list!

Albert Einstein said: “Not everything that can be counted counts, and not everything that counts can be counted”. You can find your own meaning in this, but it always makes me stop and think.