KELLY LINDBERG, St James Place Wealth Management - "How to Find the Right Advisor"

Kelly is a Partner of St. James’s Place Wealth Management Group in London.

Kelly provides bespoke wealth management solutions to individuals, business owners and corporate executives. She builds long term relationships, helping her clients grow and preserve their capital and protect against risk. Kelly is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She is also a Chartered Alternative Investment Analyst.

Supporting and guaranteeing her advice, St. James’s Place Wealth Management Group is a FTSE 100 company with over one hundred in-house experts covering all aspects of wealth management including investments, investment vehicles, tax advice, pensions, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants.

Kelly has a degree in Literature from Yale University and an MBA from INSEAD. She has worked in finance for over 30 years in New York, Paris and, since 1985, in London. She is a member of the Investment Committee of The Royal Medical Foundation of Epsom College; a Governor of Kings House School in Richmond; and, a former Governor of Epsom College. She is a proud mother of two grown children; and, in her spare time, she enjoys being with her family, hiking, golf, travelling and walking her Labrador.