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Kirsty Bromley

Personal Assistant

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Qualifications

Qualifications

  • Certificate in Regulated Financial Services Operations

    This level 3 certificate develops the essential knowledge and skills needed by those working in administrative and operational roles.

When Kirsty’s at work

Kirsty has spent her entire career in financial services, including 27 years at Lloyds Bank before joining PIA in 2015. As a personal assistant to Dave and Shaun, she communicates regularly with their clients, primarily via email and telephone.

When Kirsty’s at home

Kirsty enjoys going to the theatre and travelling to new destinations. Above all, she loves spending time with her family, especially her little grandson.

We asked Kirsty

What’s the best piece of advice you’ve ever received?

When things aren’t going right, go left.

What’s a song that never fails to get you dancing?

‘Dancing Queen’ by Abba.

Where is your favourite location in the world?

Florida.

Your story

A professional or company owner

Close to retiring

Enjoying retirement years

Passing on wealth

Our story

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PIA Wealth Management is a trading style of Professional Independent Advisers Limited is authorised and regulated by the Financial Conduct Authority. FCA Register No: 125921. Registered in England and Wales. Registration No: 2598631. Registered Office: Hayward Court, 2b Tettenhall Road, Wolverhampton, WV1 4SF.

We take client satisfaction very seriously. If you are not happy with any aspect of our service, you are entitled to make a complaint. Our policy on this is available on request. If you wish to register anything you are dissatisfied about, please contact us either in writing, by telephone or email. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financialombudsman.org.uk.

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