About
Kaye Trewartha
Advice experience, practical implementation support and a clear understanding of what firms need.
Kaye Trewartha is a former CFP® and business owner with more than 20 years of experience in and around advice businesses.
She understands the operational reality inside firms, the demands on advisers and the importance of making platforms work in practice, not just in theory.
Kaye has sat in the adviser seat.
That experience shapes the way Argent supports firms using myprosperity. The focus is not theory. It is practical implementation, clear communication and support that fits the way advice businesses actually work.
The difference often comes down to how it is introduced, how the team understands it, how clients are guided and how clearly the business embeds it into normal workflow.
Kaye brings advice experience, operational understanding and practical implementation support together to help firms make that transition with more confidence.
Practical support for advice firms using myprosperity
Practice-first thinking
Support shaped around how advice businesses actually operate, not just how a platform looks in a demo.
Client-first communication
Practical language and assets that make myprosperity easier for clients to understand and use.
Implementation discipline
A structured approach to workflows, responsibilities, next steps and ongoing adoption.
Independent support
Argent works alongside advice businesses to support rollout, adoption and optimisation without adding unnecessary load to the myprosperity team.
Testimonials
