VISIT is proud to collaborate with Kerry Megginson of Brideshead Independent Financial Services, offering seniors and their families a local, trusted, and regulated solution to manage their finances at a time when they need it most.
With 35 years of experience in financial services and over 20 years of serving clients through Brideshead Independent Financial Services, Kerry understands the importance of supporting families; particularly those who may be vulnerable, in navigating the complex financial landscape.
Kerry offers a range of services to help seniors and their families, including:
Financial "spring cleaning" to provide a comprehensive overview of current holdings and their value/purpose.
Environmentally-friendly disposal of unwanted personal data.
A useful system for filing and storage of data for easy future retrieval.
Contact with providers to determine if plans/products are suitable.
Assistance in tracing missing plans and policies.
Support with Powers of Attorney.
Tax planning and estate information.
Kerry offers a free initial consultation and charges a pre-agreed fee based on the services. Kerry is a member of the Personal Finance Society, which supports professionalism and competence in the industry.
Authorised and regulated by the Financial Conduct Authority (FCA) as an independent adviser.
https://register.fca.org.uk/s/. Firm ref: 218281
Voluntarily signed up for the Financial Vulnerability Task Force, which promotes greater understanding and good practice in respect of consumer vulnerability. https://www.fvtaskforce.com/the-charter
Mrs Williamson of York:
"Kerry's compassionate and professional approach was very much a help to us over our finances and especially for being a reassuring and friendly presence in our lives at what has been a difficult time. We are so grateful."
Mr Smith of York
"Kerry, we cannot thank you enough for all of your efforts and the kindness you extend to Mum & Dad".
Please note that Kerry's financial services are a separate, supplementary service offered in collaboration with VISIT.