Kim graduated from University College London with an Economics degree and started her career as an accountant. She then worked in investment banking focusing on Executive Compensation for ten years before taking on a unique role for the family office of British billionaire Sir Richard Branson. Her last role in the UK was as Head of Reward and HR Operations for the UK's largest wealth management company.
In 2013, Kim was delighted to have the opportunity to permanently relocate to Naples, FL. With over 20 years of experience in Financial Services she was keen to continue to employ her financial acumen in such a way that she could directly benefit individuals and families. Kim's experience building relationships working with senior executives and high-net worth individuals made this career change a natural one. Kim worked for two U.S. wealth management firms before joining the Family Wealth Planning Group in January 2020.
Kim lives with her partner Thoral and enjoys making the most of the Southwest Florida lifestyle as well as exploring other parts of the America's.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.