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Financial Planner

Kerry Vilchez

Financial planning

Areas of expertise

Business tax planning
Estate planning


Kerry has worked in financial services for 23 years, originally joining Evelyn Partners (when it was HW Financial Services/Bestinvest and formerly Tilney) in 2011. Kerry’s career has taken her from a technical paraplanning role, progressing to a management role and now advising clients within a successful North West financial planning team. Kerry has wide experience particularly in both personal and business tax planning.

Professional qualifications/memberships


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