Experience
and expertise

Following an early career in accountancy, Kim moved into financial services in 2000, quickly progressing to paraplanning while gaining her financial planning qualifications.

In 2002, Kim became an IFA. She loved looking after her clients, but missed being more deeply involved in the technical side of the advice process, so made the decision to focus on career paraplanning in 2004.

Within five years, she had become a Fellow of the Personal Finance Society, a Certified Financial PlannerTM, and a CISI Fellow and Accredited Paraplanner.
The rest, as they say, is history.

An experienced writer for the financial press, business consultant, mentor, public speaker, and all-round good egg, Kim has been privileged to receive various awards and accolades in recognition of her paraplanning skills over the years, working hard to “give something back” to the profession ever since.

She has been a paraplanner committee member of the CISI since 2012 and has helped put on various events for paraplanners and advisers over the years.

On an ideal weekend, you can find me:

In an excellent restaurant, eating amazing food and drinking beautiful wine with the people that I love spending time with.

My favourite holiday destination is:

Too many to choose from! But if it was my last day on Earth, I’d probably spend it in the mountains of France. It’s a proper happy place for me – the air is just incredible, and pure Evian water flows out of the taps.

My favourite song to play in the car is:

‘Eternal Flame’ by The Bangles (if you can hear it over me singing it).

The first album I bought was:

Starry Night by Julio Iglesias (please don’t judge me, I was very young).

If I could be any fictional character, I would be:

Baloo from The Jungle Book. What a dude. He totally gets the concept of simplicity, happiness, and friendship.

If I could turn any activity into an Olympic sport, I would win a medal in:

Efficiency and productivity.

When the dessert menu arrives, I’m looking for:

A “Champagne Gourmand” – a French platter of various mini desserts, accompanied by a glass of Champagne. I like a little spoonful of lots of different things, washed down with something luxurious and decadent.

The three qualities that draw me to new people are:

Good manners, a sense of humour, and a kind of “leftfield” quirkiness that makes me feel at home with them.

My pet peeve is:

Ditherers. People who walk incredibly slowly but take up the whole space in front of you so you can’t get around them.

The best gift I’ve ever received is:

The ability to rise above every challenge that life has thrown at me so far and to still dust myself off and come back for more.

The three people at my dream dinner party would be:

My Granddad. He never talked about his experiences in WWII, and I’d really like to have had the opportunity to ask him about it. It’s important to learn from these stories and pass them on.

Professor Brian Cox – a proper intellectual who can explain highly complex things in layman’s terms. Plus, who can resist that smile?

Freddie Mercury. We’d need an all-round entertainer at the dinner party, and I can’t think of anyone more suitably qualified in every way!

The three small things that make my day better are:

Breakfast. It’s the most important meal of the day.

Mid-morning cappuccino.

Feeding my fish and the birds in my garden and seeing their babies growing up. It’s immensely rewarding to create a safe and beautiful space where Mother Nature can do its thing.

Three things I haven’t done so far include:

Travelling to Australia and New Zealand.

Buying my “forever” home. I’m still working on that.

Watching a horror film (because why would I do that to myself?).

Passions and
personal life

It’s an understatement to say that life is “full-on” outside of work! Kim spends around three months each year living in a ski resort in the French/Swiss Alps. Despite not skiing, she enjoys walking around the mountains and lakes, making the most of a different way of life.

Back home in the UK, Kim is an avid exerciser, mixing military calisthenics, weight training, yoga, pole dance, walking, and swimming into most weeks.

Kim also loves animals and has a tropical fish tank and a pond behind her house, creating a haven for fish, frogs, newts, and birds.

She and her husband share a love of cars, attending events such as Goodwood Members’ Meetings and Salon Privé, as well as taking mammoth road trips around Europe.

Calm planning, real impact

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