Based in Belfast, Northern Ireland
Kim Spence
Development Director
Kim has worked as a financial adviser for over 20 years and brings a wealth of experience, having joined Leodis (now part of Amber River) 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.
Find out more about Bryan and our Belfast team...
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Based in Belfast, Northern Ireland
Kim Spence
Director
Bryan started advising clients in London in 1994 and has since then developed extensive knowledge of both advising and coaching private bankers and wealth managers all over the world.
Bryan has an interest in organisational culture both in business and in sport. He was asked to work with the Northern Ireland Football Team in 2014/15 and Leinster Rugby in 2017/18.
Find out more about Graham and our Belfast team...
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Home › Financial Planners › Kim Spence
Based at
Position
Serving clients in
Yorkshire, North East
Kim Spence
Chartered Financial Planner
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
Talk to Kim, call Amber River today
Articles related to Kim and her team
17 November 2023
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.
4 April 2023
A Brief Guide to Pension Drawdown
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
23 February 2023
Six things to do before the end of the financial tax year
With a few weeks left before the end of the tax year, here are a few last-minute things to consider to maximise your tax allowances
3 May 2022
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
Find out more about Kim and the Amber River Leodis Wealth team...
Our Amber River Leodis Wealth team has been offering financial planning advice to clients in Leeds and across the North of England for over 20 years.
What our clients say
DS
It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.
It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.DS
LW
Unfailingly professional and responsive to any queries I have raised, no matter how trivial they might have been. My adviser listens carefully to what I have to tell her at our review meetings and tailors my investments in the light of any changes to my requirements. I can unreservedly recommend their services.
Unfailingly professional and responsive to any queries I have raised, no matter how trivial they might have been. My adviser listens carefully to what I have to tell her at our review meetings and tailors my investments in the light of any changes to my requirements. I can unreservedly recommend their services.LW
Mrs J & Mr TB
I would recommend to anyone, I have implicit faith and trust in their judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.
I would recommend to anyone, I have implicit faith and trust in their judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.Mrs J & Mr TB
Madeline
I simply can’t recommend highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.
I simply can’t recommend highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you. Madeline
S Hughson
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
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