Kelly has worked in finance for over 26 years with experience in equity release and later life mortgages, lifetime annuities and a number of banking services. She continues to support clients with their long term financial planning at Portland Wealth as part of the business support team. She is married with two children and when she’s not working, she loves to travel and explore new places.
Portland Wealth Management Ltd,
Sophia House,
28 Cathedral Road,
Cardiff
CF11 9LJ
United Kingdom
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02921 660988
Registered In England & Wales, Company Number : 07101403
Copyright of Portland Wealth Management Ltd © 2026. All rights reserved.
Approved by In Partnership FRN 192638 May 2026
Portland Wealth Management Limited is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. This website is aimed at UK residents only.
We’d like to thank our client Mara Sebastia Vaquero for her gorgeous photos.