Kaye Price
DipPFS CeMAP
I am the Director of KP Financial Wellbeing and have more than 20 years experience as a financial planner. I have a passion for financial wellbeing and have been advising medical professionals for over 15 years. I am married to Chris and have three young daughters.
About
I pride myself in providing an excellent service to all of my clients. I plan holistically for all my clients, incorporating their existing arrangements and addressing all financial goals and objectives — including short-, medium- and long-term plans.
My commitment is that my clients come first. We meet on a regular basis to review their ever-evolving financial requirements which will include, pension and investment planning, protection and inheritance tax planning.
The level of satisfaction may be judged by the fact that most of my new clients are as a result of existing client recommendations and events I conduct mainly requested by my clients
I am committed to ensuring my industry and specialist knowledge remains relevant and current by placing strong emphasis on my personal development and this in turn will allow me to provide a rounded, professional and principled service.
Testimonials
The webinar with Kaye provided me with the most meaningful and appropriate information; the way in which she explained the scenarios was excellent. I found it extremely helpful!
Truly outstanding service delivered by Kaye and the team at KP Financial Wellbeing. Friendly, sensible, accurate advice delivered promptly. Kaye is a delight to deal with, nothing seems to be too much trouble.
Kaye has been great support in managing our finances and investments. We were complete novices with investments and feel very confident that we are in safe hands. In addition to annual reviews we know we can contact her whenever we need her.
As a company director, I wanted to make sure that I had an appropriate pension in place. Kaye was able to help with this in a friendly, approachable and professional manner. So much so that I am now asking her to review all the personal protection policies I have in place. If you are looking for ...
Kaye has been giving "wealth and financial wellbeing advice" to me for at least 2 decades, if not more. Her advice has been solid. She has in-depth knowledge of financial planning, particularly with how the NHS pension works including for those who are in a higher taxpayer. Her critical insight w...
I have known Kaye professionally for many years, and I have always felt that my finances are absolutely safe in her hands. She has been there for me through some really tough times, and I have total confidence in her advice and support.
I first met Kaye regarding the NHS pension and she was extremely helpful. Kaye has a particular interest in financial wellbeing. She believes that everyone should be able to access financial advice. Kaye is able to gear her financial advice to make it individual. I would have no hesitation in rec...
My wife and I met with Kaye earlier this year. Our objective was to discuss options for our portfolio, and also to ensure we were maximizing all our opportunities. We also required advice on growing our wealth portfolio to ensure our futures are financially secured. Kaye has been nothing short of...
Kaye is great! From the moment we met she has provided excellent advice and guidance for me and my team. Kaye shares ideas and opinions in a practical way that takes away the jargon and stress that can be wrapped around financial advice. Her style is friendly and super helpful and I am so happy s...
Kaye provided a relaxed and comfortable environment to discuss sensitive information like financial planning. Kaye took time to go over goals and current financial situation. She created an environment that we felt comfortable to ask questions about the terms we were not aware of. Further more, s...
Kaye always gives my family and I exceptional and honest advice. She regularly updates on our circumstances and reviews the investment &%3B cover we have in place is adequate &%3B appropriate. I'd always recommend Kaye to anyone looking for Wealth management &%3B health &...
Kaye was brilliant from the very beginning, helping us navigate how to protect ourselves and plan for the future, all whilst being flexible to what we could afford. Kaye breaks everything down meaning you leave your appointment feeling like you know your finances. I have recommended Kaye to my fr...
I first heard Kaye speak when I joined a free webinar. I was skeptical, given it was free and feared I may be letting myself in for an hour of hard sell for a range of financial products. My other fear was “who do I think I am, isn't financial advice for people with loads of money looking to i...
I was looking for a financial advisor and Kaye certainly ticked all the right boxes for me. It sounds a little underwhelming but the best compliment I can give her is that she gets stuff done. When I want stuff doing she does it, no questions asked, I don't have to remind her, she just gets it do...
Kaye helped me through what, at times, looked like an impossible, expensive and very stressful NHS pensions conundrum. A combination of her knowledge, determination and excellent working relationships with the “right†people meant that we finally unravelled the problem and found a solution. ...
Kaye has been my Financial Adviser for over 20 years. She has always put my interests first and listened to what I had to say. She has presented several options, explained the advantages and disadvantages of each and then given me time to consider them without pressure. I recommend her without re...
Kaye's help &%3B advice has been invaluable. I wish I had done it sooner. Everything has been explained simply and clearly. Not only do I understand what the process is but I feel confident that I am being given the bet information for me. I know we are, financially, thinking longer term &...
Kaye has been my financial adviser for just a few months, but I would unreservedly recommend her to anyone who wants trustworthy advice tailored to your individual needs and circumstances. She is knowledgeable and professional, while at the same time being open, supportive and friendly. Financial...
Kaye has been fantastic from our first contact and ever since! She has been so approachable and flexible in addressing all of our questions and concerns at every step. She has accommodated remote consultations throughout the COVID-19 pandemic to give us the support we needed when we needed it. He...
Since meeting with Kaye last year and getting the help and understanding about my own finances I have felt secure, happy and actually in control. I know my children and loved ones are protected and more importantly I now have financial wellbeing.
I would definitely recommend Kaye to my friends and colleagues - she takes the mystique and confusion away from financial matters and helps you to make sense of what is right for you! She helped me to work through pensions matters, life insurance and are now discussing investments.
Kaye has a professional, friendly attitude, which combined with excellent communication and understanding of our requirements, has already created a trusting relationship. Her knowledge of the NHS Pension Scheme is exceptional and with her scheme contacts has proved invaluable in resolving issues...
When our SJP adviser of 15 years retired we were faced with our most difficult financial planning challenge - how to replace them? Finding Kaye via her pensions activity on social media solved our problem with flying colours! Over the past year it's felt like we've known and worked with her for y...
As a doctor, I needed a financial advisor who understands the NHS pension. Kaye rapidly sized up my financial situation perfectly and continues to make recommendations and suggestions based on my specific needs. She is both approachable and professional and explains everything clearly and as ofte...
Kaye was brilliant from start to finish - she really took the time to understand our needs and wants, along with our worries, and gave us honest and sound advice. She was patient with us making decisions and answered all of our, many, questions fully and promptly. I wouldn't hesitate to recommend...
I have known Kaye professionally for many years, and I have always felt that my finances are absolutely safe in her hands. She has been there for me through some really tough times, and I have total confidence in her advice and support.
Kaye is knowledgeable and trustworthy, was able to quickly understand my requirements and her advice was logical and clear. She has a very professional yet friendly manner and I would highly recommend Kaye to anyone.
Kaye's advice has proved invaluable in understanding the massively complex world of NHS pensions. For the first time I have clarity because of the way Kaye has been able to translate all of the technical implications and nuances of the pension into easy to understand information which means I ha...
I would strongly recommend the Team to provide advice, experience and expertise around NHS pensions. The rules and regulations are so complex that professional help is vital-in my case, the knowledge and technical support provided by Kaye, Jack and the Team was exemplary and meant that I am now c...
Since the first conversation I had with Kaye 3 years ago when she was recommended to me - I knew she was going to be a lifesaver. NHS pensions are so complicated anyway without all the changes since 2015 but Kaye has helped me to really understand the different schemes and the options available t...
The webinar with Kaye provided me with the most meaningful and appropriate information; the way in which she explained the scenarios was excellent. I found it extremely helpful!
Truly outstanding service delivered by Kaye and the team at KP Financial Wellbeing. Friendly, sensible, accurate advice delivered promptly. Kaye is a delight to deal with, nothing seems to be too much trouble.
Kaye has been great support in managing our finances and investments. We were complete novices with investments and feel very confident that we are in safe hands. In addition to annual reviews we know we can contact her whenever we need her.
As a company director, I wanted to make sure that I had an appropriate pension in place. Kaye was able to help with this in a friendly, approachable and professional manner. So much so that I am now asking her to review all the personal protection policies I have in place. If you are looking for ...
Kaye has been giving "wealth and financial wellbeing advice" to me for at least 2 decades, if not more. Her advice has been solid. She has in-depth knowledge of financial planning, particularly with how the NHS pension works including for those who are in a higher taxpayer. Her critical insight w...
I have known Kaye professionally for many years, and I have always felt that my finances are absolutely safe in her hands. She has been there for me through some really tough times, and I have total confidence in her advice and support.
I first met Kaye regarding the NHS pension and she was extremely helpful. Kaye has a particular interest in financial wellbeing. She believes that everyone should be able to access financial advice. Kaye is able to gear her financial advice to make it individual. I would have no hesitation in rec...
My wife and I met with Kaye earlier this year. Our objective was to discuss options for our portfolio, and also to ensure we were maximizing all our opportunities. We also required advice on growing our wealth portfolio to ensure our futures are financially secured. Kaye has been nothing short of...
Kaye is great! From the moment we met she has provided excellent advice and guidance for me and my team. Kaye shares ideas and opinions in a practical way that takes away the jargon and stress that can be wrapped around financial advice. Her style is friendly and super helpful and I am so happy s...
Kaye provided a relaxed and comfortable environment to discuss sensitive information like financial planning. Kaye took time to go over goals and current financial situation. She created an environment that we felt comfortable to ask questions about the terms we were not aware of. Further more, s...
Kaye always gives my family and I exceptional and honest advice. She regularly updates on our circumstances and reviews the investment &%3B cover we have in place is adequate &%3B appropriate. I'd always recommend Kaye to anyone looking for Wealth management &%3B health &...
Kaye was brilliant from the very beginning, helping us navigate how to protect ourselves and plan for the future, all whilst being flexible to what we could afford. Kaye breaks everything down meaning you leave your appointment feeling like you know your finances. I have recommended Kaye to my fr...
I first heard Kaye speak when I joined a free webinar. I was skeptical, given it was free and feared I may be letting myself in for an hour of hard sell for a range of financial products. My other fear was “who do I think I am, isn't financial advice for people with loads of money looking to i...
I was looking for a financial advisor and Kaye certainly ticked all the right boxes for me. It sounds a little underwhelming but the best compliment I can give her is that she gets stuff done. When I want stuff doing she does it, no questions asked, I don't have to remind her, she just gets it do...
Kaye helped me through what, at times, looked like an impossible, expensive and very stressful NHS pensions conundrum. A combination of her knowledge, determination and excellent working relationships with the “right†people meant that we finally unravelled the problem and found a solution. ...
Kaye has been my Financial Adviser for over 20 years. She has always put my interests first and listened to what I had to say. She has presented several options, explained the advantages and disadvantages of each and then given me time to consider them without pressure. I recommend her without re...
Kaye's help &%3B advice has been invaluable. I wish I had done it sooner. Everything has been explained simply and clearly. Not only do I understand what the process is but I feel confident that I am being given the bet information for me. I know we are, financially, thinking longer term &...
Kaye has been my financial adviser for just a few months, but I would unreservedly recommend her to anyone who wants trustworthy advice tailored to your individual needs and circumstances. She is knowledgeable and professional, while at the same time being open, supportive and friendly. Financial...
Kaye has been fantastic from our first contact and ever since! She has been so approachable and flexible in addressing all of our questions and concerns at every step. She has accommodated remote consultations throughout the COVID-19 pandemic to give us the support we needed when we needed it. He...
Since meeting with Kaye last year and getting the help and understanding about my own finances I have felt secure, happy and actually in control. I know my children and loved ones are protected and more importantly I now have financial wellbeing.
I would definitely recommend Kaye to my friends and colleagues - she takes the mystique and confusion away from financial matters and helps you to make sense of what is right for you! She helped me to work through pensions matters, life insurance and are now discussing investments.
Kaye has a professional, friendly attitude, which combined with excellent communication and understanding of our requirements, has already created a trusting relationship. Her knowledge of the NHS Pension Scheme is exceptional and with her scheme contacts has proved invaluable in resolving issues...
When our SJP adviser of 15 years retired we were faced with our most difficult financial planning challenge - how to replace them? Finding Kaye via her pensions activity on social media solved our problem with flying colours! Over the past year it's felt like we've known and worked with her for y...
As a doctor, I needed a financial advisor who understands the NHS pension. Kaye rapidly sized up my financial situation perfectly and continues to make recommendations and suggestions based on my specific needs. She is both approachable and professional and explains everything clearly and as ofte...
Kaye was brilliant from start to finish - she really took the time to understand our needs and wants, along with our worries, and gave us honest and sound advice. She was patient with us making decisions and answered all of our, many, questions fully and promptly. I wouldn't hesitate to recommend...
I have known Kaye professionally for many years, and I have always felt that my finances are absolutely safe in her hands. She has been there for me through some really tough times, and I have total confidence in her advice and support.
Kaye is knowledgeable and trustworthy, was able to quickly understand my requirements and her advice was logical and clear. She has a very professional yet friendly manner and I would highly recommend Kaye to anyone.
Kaye's advice has proved invaluable in understanding the massively complex world of NHS pensions. For the first time I have clarity because of the way Kaye has been able to translate all of the technical implications and nuances of the pension into easy to understand information which means I ha...
I would strongly recommend the Team to provide advice, experience and expertise around NHS pensions. The rules and regulations are so complex that professional help is vital-in my case, the knowledge and technical support provided by Kaye, Jack and the Team was exemplary and meant that I am now c...
Since the first conversation I had with Kaye 3 years ago when she was recommended to me - I knew she was going to be a lifesaver. NHS pensions are so complicated anyway without all the changes since 2015 but Kaye has helped me to really understand the different schemes and the options available t...
The webinar with Kaye provided me with the most meaningful and appropriate information; the way in which she explained the scenarios was excellent. I found it extremely helpful!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
