Horizon Wealth Consultancy Ltd was established in 2019 by Daniel Kerry with a focus on providing expert, professional advice on all areas of wealth management.
Prior to this, Daniel started his career in the financial services industry as an Investment and Pension administrator with his fathers St. James’s Place Practice in 2010 before graduating from the
St. James’s Place Academy in 2016 and joining Kerry Evans & Co. Ltd as an adviser. During the last 3 years Daniel has provided financial advice to the clients of Kerry Evans & Co Ltd alongside Senior Partner Chris Kerry; focusing on providing advice and helping guide clients through many changes in their lives, to help them to grow their wealth and, eventually, pass this on to their loved ones.
During early 2019 Chris decided to take semi-retirement and as such St. James’s Place approached Daniel with a view that client continuity could be maintained and that a new Practice could be in place to handover to.
In August 2019 Horizon Wealth Consultancy Ltd took over the responsibility for the needs and advice of over 200 clients, with Daniel becoming the lead Partner and Chris becoming an integral part of the advice team whilst allowing him with more time to spend with his wife Kay and his grandchildren.
Part of having a strong and experienced adviser team is that it is matched by a strong and experienced support team. Horizon Wealth Consultancy Ltd has two dedicated members of this team in Iain Johnstone & Mike Tooke, whom between them have over 50 years of financial services experience.
All of the staff at Horizon Wealth Consultancy Ltd have many years’ experience in financial planning, and the overall aim is to help all those wishing to secure their financial future. We work closely with all of our clients building a relationship based on trust and an in depth understanding of their personal finances. This ensures that we are able to provide the advice to help your future, no matter what life throws at you. We fully understand and value the trust that our clients place in us.
Additionally the offices in the beautiful Norfolk village of Old Buckenham have been retained by Horizon Wealth Consultancy Ltd where both new and existing clients can come in for advice a chat or a coffee.