Ingram's Insights , Principal and Chartered Financial Planner
Kay Ingram is a Chartered Financial Planner with 30 years’ experience of advising families and businesses. She has held various roles in financial advisory businesses, including Head of Private Clients, Chair of Investment Committee and Public Policy and Communications Director. She is a passionate advocate of the value of financial planning and a regular commentator, broadcaster, and conference presenter.
“ When advising families, I have learned that financial planners have an invaluable role to play in intergenerational financial planning. We act as technical expert, helping families avoid tax traps and legal complications they would otherwise fall into. More importantly, we can bring clarity to the overall financial strategy, lending objectivity to navigate the family dynamics so that all may achieve good outcomes with which everyone is satisfied. “ says Kay. Becoming the trusted counsel of all the generations is a key skill which financial planners need, and we will explore how these skills can be developed and deployed.