Kerry Farquharson

A Focus on Trust and Relationships

Financial planning is about building a relationship based on trust. I take the time to understand your priorities and provide personalized solutions for retirement, wealth growth, and business protection.

Ethical Service and Transparency

I believe in unbiased, transparent advice. My goal is to help you make sound decisions, not sell products. You can trust that I’ll always act in your best interest.

Expertise in Business Protection

I help business owners safeguard what they've worked hard to build. Keyman Insurance protects businesses by providing financial support if a key person is lost. This insurance can cover operational disruptions, recruitment costs, and financial losses.

Why Choose My Services?

What sets me apart is personalized advice. I take the time to create customized strategies for each client. Whether it’s wealth management, retirement planning, or business protection, I ensure the right plan is in place. I also focus on educating clients to make confident, informed decisions.

A Partner You Can Trust

I’m dedicated to being your trusted partner throughout your financial journey. If you’re looking for a planner who prioritizes your needs and helps you protect your future, I’d be happy to work with you.