Kirsten Dalton

Professional Financial Centre (Thames Valley) Limited

Telephone: 0118 979 7596




Address: Meadow Gate, Woods Farm, Easthampstead Road, Wokingham, Berkshire RG40 3AE

Type of member: Financial Adviser

Member since: August 2011

Kirsten qualified as a private client solicitor in 1994 specialising in wills, probate, inheritance tax planning and elderly client issues.

Frustrated by the fact that at the conclusion of the relevant matter, the clients were often left without professional and truly independent advice, she qualified as a financial adviser in 1998 allowing her to provide on-going help and assistance to those who needed it and with whom she had already developed a strong relationship of trust.

She set up Professional Financial Centre (Thames Valley) Ltd in 2001 with the aim of providing access to advice for not only the clients  of her former firm but also those of other local solicitors and accountants.
Kirsten is proud that her firm is one of a small number nationwide who have been awarded Chartered status by the Chartered Insurance Institute and is listed in the Law Society endorsed Directory of Financial Advisers.

As well as holding the Society of Later Life Advisers Accreditation, Kirsten is an associate member of the Society of Trust and Estate Practitioners (STEP) and has contributed on several training videos produced by the College of Law for solicitors.

In her spare time Kirsten enjoys the theatre, a good gastro pub and exploring the West Berkshire countryside near her home!

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