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Kyra Brake is a Chartered Financial Planner at Old Mill, based across the Wells and Yeovil offices. She works with private clients to understand what matters most to them and create tailored financial plans that support their goals. Using cashflow modelling, Kyra helps clients make informed decisions and navigate important life events, including retirement and succession planning.
A Fellow of the Personal Finance Society, Kyra specialises in holistic financial planning, retirement and investment planning, estate planning and intergenerational wealth. She works with individuals and families looking to build, manage and pass on their wealth, providing clear and practical advice throughout key life transitions. Committed to her professional development, Kyra achieved the highest marks in the Bristol region for the Diploma in Financial Planning and has since attained Fellowship of the Personal Finance Society, reflecting her dedication to maintaining the highest professional standards.
