Kay Broughton / Mitchell & Company Team
Kay Broughton • CHARTERED FCSI, DIP PFS
Chartered Wealth Manager & Financial Planner
Kay has worked in financial services since 1997. She spent 11 years at discretionary fund managers Tilney Investment Management and Brown Shipley where she worked primarily as an investment manager, responsible for building and preserving the wealth of clients, before joining her first financial planning firm.
Having attained the CISI Diploma in Investment Management and the CII Diploma in Financial Planning, Kay is qualified and experienced in both disciplines. She uses this expertise to work with individuals, families and small business owners to identify their financial objectives / life planning goals, to carefully construct a financial plan to help them achieve these and to monitor / proactively adjust the plan where appropriate. Objectives can change as circumstances do, accordingly, Kay works in partnership with clients over the long term to help provide the appropriate plan and guidance at each life stage.
In 2014 Kay was awarded the prestigious designation of Chartered Wealth Manager, which illustrates commitment to the highest professional standards and ethical practice. In the same year Kay joined Mitchell & Company, where she advises clients in all areas of financial planning including Pensions, Investments, Financial Protection / Insurance and Estate Planning. Kay is also an accredited Long Term Care funding specialist, having attained the later life planning qualification CF8.
Away from the office Kay enjoys trying to keep up with her husband and two daughters on the ski slopes and spending other holidays sightseeing.