Kelly Pitcairn

Kelly Pitcairn

Kelly Pitcairn

Kelly began in the industry in 2010 as a Trainee Paraplanner with Matheson Financial after obtaining a BA (Hons) in Law and Management.  

Having gained valuable experience within the industry Kelly further obtained a Diploma in Regulated Financial Planning and progressed to a Wealth Manager where her role involves offering advice in a full range of financial planning matters including pension, protection, investment and retirement advice.  

Kelly finds her role incredibly rewarding as she enjoys building a relationship with her clients to be able to develop a financial plan to help meet their individual goals and objectives, in her words it is ‘an incredible journey to go on and be part of’.  

Kelly is currently working towards achieving her Chartered Financial Planner status. 

Something about Kelly:

Kelly loves to travel and see new places but closer to home enjoys long walks with her dog and spending time with loved ones.  Also enjoys supporting local and national charities through fundraising. 

Mantra: 

Celebrate every win, no matter how small

AJ Bell:

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