Kerry Loy

Business Support Manager
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Background

I have worked in Financial Services since 2006 after finishing my degree at Teeside University, where I studied Business Management. I completed my Diploma in Financial Planning in 2011.

Areas of Expertise

Research, analysis, report writing, new business processing and ongoing account administration for pensions, investments, protection, annuities, trusts, IHT, SIPPS & SSAS’s

Services for Individuals

Retirement Planning, Investments, Protection, Mortgages (Residential and Buy to Let).

Services for Businesses

Business protection, Group retirement planning, Group Income protection, Death in service arrangements.

Hobbies

I enjoy dog walking with my family, reading and taking my daughter swimming.

Interesting Fact

I use my Satnav for directions every time I leave my village, even if I know where I’m going.