Kay Crooke

Kay Crooke

CeRCH, CeSRE

Associate Practice Director

Kay's Qualifications: Certificate in Regulated Complaints Handling, Certificate in Supervising in a Regulated Environment

Kay joined the Company in October 1998 and is now one of the longest-serving members of the team. She joined the Company first as an office administrator, progressed to running the accounts department and then became the practice manager. In October 2018 she accepted the role of associate practice director. Her main responsibilities are as follows:
- IT systems,
- marketing and business development,
- financial reporting and accounting,
- health & safety and
- premises and facilities.

Kay prides herself on her organisational skills and project planning and has organised two office moves and all that entails. She doesn't let anything beat her and if she doesn't know how to do something, she finds out how and then teaches others to do the same. She is a huge fan of spreadsheets to help her with her role and loves learning how to use new equipment thoroughly, embracing change and the use of new technology.

Kay dreams of travelling the world, experiencing different ways of life and new surroundings but would like to do this in lots of small trips so she's not away from her family and friends for too long. Kay enjoys cooking for loved ones and has even catered for 20 people over a recent long weekend away. She has previously run for Stourbridge Running Club and competed in numerous races, even beating one of our Directors, Dale Gough, in the Birmingham Half Marathon in 2012! However, even though she keeps trying to get back into running, family life with her husband, two sons and numerous pets keeps getting in the way. She relaxes by immersing herself in a Netflix series usually fantasy or sci-fi related snuggled up with one of her cats in front of the fire.

Call her on 07494 986 710

Stay in touch

If you would like to keep up to date with current industry trends or receive details of our product developments, seminars, events and newsletters, just fill in your details below.

News Feed

Prosser Knowles planners qualify for VouchedFor Top Rated guide

We have exciting news here at Prosser Knowles, four of our Financial Planning Consultants have qualified for t...

Guide: 10 ways to make the most of your garden in 2021

After a year of lockdown measures, our gardens and outdoor spaces have become far more important. In fact, mor...

Relief for savers as “tax day” sees government announce no significant tax reforms

Late last year, the government announced that a range of documents and consultations on future tax policies wo...

7 signs your client may need financial planning

Many people know that speaking to a financial planner can be a life-changing decision and can bring a variety...

5 easy ways to beat insomnia

If you’ve had trouble sleeping in recent months, you aren’t alone. According to research by the University of...

Everything you need to know when saving for your children

As a parent, you’ll want to give your children the best start in life and so it’s likely that you’ve started t...

4 strategies for more effective budgeting

In recent months, many households have had to tighten their belts due to the economic impact of the coronaviru...

Budget 2021 – The winners and losers

A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 bill...

Your 2021 Budget summary

On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of...

Bridging the “advice gap”: how your millennial clients can benefit from seeking financial advice

For many millennials, the coronavirus pandemic was a trigger to seek financial advice. According to a study by...

5 effective ways to boost your immune system this winter

It’s that time of year when coughs and colds start to spread, despite our best efforts to avoid them. Whilst t...

How the change from RPI to CPIH could impact your pension

If you’re a keen saver, you’ll know that it’s important to keep an eye on the rate of inflation as it can erod...

3 simple ways for millennials to gain more financial peace of mind

According to a recent study by market research firm Mintel, millennials are Britain’s most-indebted generation...

Guide: Behavioural biases, and how they affect your financial decisions

Our latest guide is in partnership with Neil Bage, founder of Be-IQ, a fintech company focused on behavioural...

Managed Portfolio Service Newsletter – January 2021

January 2021 Update Provided by Quilter Cheviot Investors were ultimately rewarded for their patience and dis...