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Our People

Meet the team at Chartered Independent Wealth Management

Kay Goodman

Client Support

Kay joined Chartered Independent in September 2020. She has previously worked within the legal industry and brings a wealth of experience in all aspects of administration and customer service. Her role involves assisting new and existing clients with queries, ensuring their client experience is always smooth and efficient. In her spare time Kay enjoys spending time with her grandchildren.

Insights into understanding your financial world

Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk

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