Home › Financial Planners › Kim Spence
Based at
Amber River Leodis Wealth
Position
Chartered Financial Planner
Serving clients in
Yorkshire, North East
Kim Spence
Chartered Financial Planner
Kim has worked as a financial adviser for over 20 years and achieved Chartered status in 2023. She brings with her a wealth of experience, having joined Amber River Leodis Wealth from an accountancy practice in Leeds where she helped establish and grow the wealth management division.
Kim worked closely with the tax team by helping their clients, mainly company directors, plan for their retirement and talking them through various tax planning strategies whether through the company or by making use of individual allowances.
Kim worked closely with the tax team by helping their clients, mainly company directors, plan for their retirement and talking them through various tax planning strategies whether through the company or by making use of individual allowances.
Expertise in
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What is pension drawdown, and is it better than buying an annuity? Find out about the pros and cons before deciding what's best for you
6 things to do before the end of every financial tax year
Maximise savings before the end of tax year with strategies like ISAs, gifting, and pensions to reduce tax and grow your wealth.
Why a pension is a good starting point for your financial plan
Putting money aside for later life should be the cornerstone of your financial planning. Saving into a pension is an excellent place to start
How much does it cost to retire early?
How much do you need to turn your later life dreams into reality? We explore the considerations and costs of retiring early.
