legacy planning partners

Kalea graduated from Birmingham University with a Bachelor’s degree in Business, Management and Finance. Her dream was to be involved in the financial planning world and in particular, to become a Financial Planner in the longer term.

Her first role is to learn the administration of client work where she is really enjoying liaising with both clients, planners and insurance companies.

Kalea lives in the West Midlands with her family and outside of work, she enjoys travelling and exploring different cultures, following Aston Villa Football Club, reading fiction and listening to music.