About Us

Kerry has been in the industry for 23 years having gained her qualification in 2004.  She founded KP Wealth in 2022 with the aim of providing high quality, jargon free advice to empower clients to build their short, medium and long term wealth.

She advises across all areas but specialises in investment and tax and trust planning, having achieved her advanced certificate in tax and trusts.

Outside of work, she enjoys travelling with her family.

Paul has worked within the financial services industry since graduating from Cardiff University in 2004.  He qualified as an independent financial adviser in 2009 and gained chartered status in 2015. Paul enjoys all aspects of financial planning and has a wealth of experience in providing pre and post-retirement advice.  He also advises on investment and tax planning, family and business protection and corporate financial planning.

Outside of work Paul enjoys spending quality with his family and actively participates in a range of sporting activities with the aim of keeping fit and healthy.

Sharon is a Fellow Chartered Accountant and has worked for over 35 years in finance, primarily in practice but also in the private and charity sectors.   She supports the company with our accounting tasks and policy writing.  Sharon enjoys family time with her young grandchildren, travelling the world and going to concerts.

Ryan joined KP Wealth in Autumn 2023, having previously gained experience working in independent financial advice firms in South Wales. He has been in the industry for 3 years and has recently sat his final exam in the Diploma in Regulated Financial Planning.  In his spare time he is an enthusiastic swimmer and enjoys playing tennis as well as socialising and spending time with family and friends.

Jake has worked as a Financial Services Administrator since graduating from his Master of Science at Swansea University a year ago.   He has recently started working towards his CII Diploma in financial planning and hopes to progress to an adviser role in the future.  In his spare time, he enjoys playing football and golf. Last year he successfully completed Ironman Wales, which is his biggest achievement to date.