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Marian Kai Kai
Financial Adviser
Marian has worked in the industry for over 6-years during which time she has built up a wealth of experience supporting her clients with all aspects of their Financial needs.
Marian is passionate about providing high-quality financial advice to her clients. She has built her professional reputation by providing sophisticated technical advice on areas such as investments, pensions, estate planning, mortgages and protection.
Marian builds trusting relationships with her clients and aids them in achieving their long-term financial planning goals. This is supported by regular reviews to ensure that the strategies employed remain relevant to their circumstances and needs.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Estate Planning is not regulated by the Financial Conduct Authority.