Isabel Kelly

Head of Replacement Business & Head Paraplanner

After graduating with an honours degree in Economics at Newcastle University, Isabel began her career with AJ Bell specialising in Pensions. She started working within the Partnership of St. James’s Place in 2017 with a Practice based in Manchester and in September 2019 joined Castell Wealth Management as a Paraplanner. Isabel has chosen a non-advisory role but has completed her CII Level 4 exams and has swiftly moved on to working towards becoming a Chartered Financial Planner. She is regularly involved with supporting clients on the more technical aspects of pensions and investments.

Outside of work Isabel enjoys cooking, festivals and travelling the world.