Kim Jarvis
Protection Technical Specialist – Tax and Trusts
Kim has worked in financial services since leaving Bangor University, in 1989, with a degree in Banking, Insurance and Finance. After starting her career on a graduate scheme, she soon moved to a technical role, helping advisers on trusts, taxation, and estate planning.
Outside of work Kim loves spending time with her husband and two daughters, sightseeing, seeing live music and going to the gym. She is also an avid Stephen King fan.
Kim is an affiliate of the Society of Trust and Estate Practitioners and was shortlisted for the Women in Financial Advice Awards 2020.
Experience
- 2024 – to date – Royal London - Protection Technical Specialist – Tax and Trusts
- 2023 – 2024 – STM Group PLC – Technical Manager (Life)
- 2021 – 2023 – Vitality – Tax & Trust Specialist
- 1992 – 2021 – Canada Life - various technical roles
- 1989 – 1992 – Norwich Union (Aviva) – Tax & Trust Assistant
Skills
- Explaining taxation and trusts
- Training advisers
- Legislative analysis
- Authoring articles and literature
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