Get to know Kimberley
Kimberley is a financial planner at Argentis and holds both the DipFA and CeMAP qualifications. She has worked in the financial services profession for over 15 years, gaining extensive experience in helping clients navigate the complexities of their financial lives.
Her career began more than 10 years ago as a mortgage adviser, where she developed a strong foundation in property finance and client relationship management. She has since progressed into her current role as a financial planner, providing tailored advice designed to help clients achieve their financial goals and long-term aspirations.
Kimberley focuses on developing a deep understanding of each client’s objectives so she can deliver clear, practical guidance to support their future success. What she enjoys most about her role is the opportunity to engage with clients, helping them make informed decisions and gain greater confidence in managing their finances.
Outside of work, Kimberley enjoys spending quality time with her friends and family.
In the spotlight
The biggest misconception about financial planning is:
That it is only for the wealthy. Financial planning can benefit anyone who wants to better understand and organise their finances for the future.
What do you think best describes the types of clients you advise?
I work with a wide variety of clients and circumstances. As part of a centralised team, every client is different, which keeps the role interesting and rewarding.
What about your job is rewarding?
Making a positive difference to clients’ lives and helping them better understand their finances.
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Member of Personal Finance Society
Membership of the Personal Finance Society (PFS) reflects a commitment to professional standards, ethical conduct, and ongoing development – supporting the delivery of high-quality financial advice.
Qualifications
Diploma for Financial Advisers (DipFA)
This diploma is a high-quality route for meeting the standards required to provide financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding of the profession and practical skills to apply in practice.
Certificate in Mortgage Advice and Practice (CeMAP)
This is the industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and the skills to effectively apply this knowledge when advising a client.
