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Dominic Kay

Cert CII
Paraplanner

Dominic has 7 years experience in financial services starting as a pension scheme administrator within a well known life office in the U.K.

Dominic is a technically driven professional who enjoys working with advisers with complex matters in the financial planning process. Dominic's prior expertise in dealing with sophisticated/HNW and internationally mobile clients enables the team to provide clients with valuable insights and unique strategies such as; repatriation planning, estate tax planning & gifting and complex pension planning and LTA mitigation.

Dominic also brings to the team a solid understanding of the planning opportunities for U.S. persons having spent a year working in a New York financial consulting firm.

Dominic is currently studying for the general diploma in financial planning in the U.K. and is working towards his U.S. qualifications.

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