Kay Sly

Financial Life Planner

I and my two brothers were born in the Middle East, to British parents, and lived there until my move to the UK when I was seven. I believe that my early life experiences rounded my view of the world and of people. I’m very open minded, like experiencing new challenges and embrace change. My mother has been a nurse all her working life, so I’ve always been surrounded by stories of those less fortunate. This, along with now having a family of my own, has given me a great sense of compassion. Working with Wealthflow means I can use my financial services experience and knowledge, and I can support clients by providing the level of care and consideration they need.

Kay’s career in financial services started in 1998 as a Market Capital Value Senior Administrator with Allied Dunbar, later Zurich Financial Services. In 2004 she moved to the head office of St. James’s Place, in the Cotswolds, and worked in a Group Acquisition Coordinator role. Following a short career break to raise three children, and a life-changing move of over 400 miles to Scotland, Kay was excited to return to the financial services profession and has been a valued member of the Wealthflow team since July 2019.

Team Wealthflow - Kay Sly - Financial Life Planner

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