Meet Our Member: Kelly, Independent Financial Adviser and Money Adviser
- Yorkshire Ladies Links
- Sep 10
- 2 min read
We’re delighted to welcome Kelly Kirby to Yorkshire Ladies Links, an Independent Financial Adviser and money adviser from Chase de Vere.
For over 24 years, Kelly has specialised in helping families (and women) with wealth or more complex financial lives bring clarity and confidence to their decisions. Whether it’s structuring pensions, drawing on investments, or aligning wealth with long-term wellbeing, her role is to simplify the complex so that money becomes a tool for freedom, not a source of stress.
Why She Does It:
Kelly grew up in a family where money was short, which caused stress in the home. Determined to break free from this, she wanted to understand money. She is passionate about providing financial advice and believes the advice should feel human, not heavy.
She particularly enjoys helping women (either as part of a couple or as an individual), as they work in a very collaborative way and, given space, she sees their money confidence bloom. This is very rewarding, especially when meeting women following challenging life changes like death or divorce.
Kelly also has a keen personal interest in health and wellbeing. To her, it is clear how health and wealth are like “Ying and Yang” and so important for wellbeing.
Her Approach:
That principle is what drew Kelly to Yorkshire Ladies Links, and why she offers:
Compassionate clarity — expert advice that makes sense of the complicated.
Strategic simplicity — frameworks that untangle pensions, ISAs, and trusts into choices that feel manageable.
Confidence for the long-term — a plan that supports not just wealth, but lifestyle, wellness, and independence.
A Yorkshire Connection:
Although originally from South Wales, Kelly has adopted Yorkshire as her home for all of her adult life and is proud to have raised her family here.
If you have money questions regarding wealth that needs careful stewardship, or if you are experiencing a change in circumstances and want advice that is both expert and approachable, Kelly would love to connect. Over a cuppa, you can explore how your money can support not just your future, but your whole wellbeing.
Kelly Kirby
Fellow & Chartered Financial Planner
Email: kelly.kirby@chasedevere.co.uk
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