I have been providing Independent Financial Advice to private individuals and corporate clients, both large and small for over 30 years. As an advisor, I pride myself in offering a dedicated personal service to help our clients achieve their financial goals. I am proud of the service that we provide and have many long-established clients whose loyalty is testament to our high standards and professionalism. In addition to the traditional services that an Independent Financial Advisor can provide, I am a qualified member of The Institute of Professional Will writers. We assist with the construction of wills and Lasting Powers of Attorney, Probate and specialist trust work. This helps clients greatly in the areas of Inheritance Tax Mitigation, Estate Planning and Long Term Care.
Coventry University Certificate of Professional development
Chartered Insurance Institute Financial Planning Certificate
CII – Diploma in Regulated Financial Planning (Cert PFS)
Coventry University Certificate in Professional Development (CPD)
Associate of Institute of Professional Willwriters (AIPW)
CFA- Statement of Professional Standing (SPS)
C/SQA – Diploma in Professional Financial Advice
Tel: 01329 833152
The Rest of The Team
Helen has assisted Ken in growing the business, since they married, 17 years’ ago. Her focus is in identifying customer needs and she has been key in developing client relationships, professional connections and implementing the marketing strategies.
Helen’s career includes patient relationship liaison, sales training, PR and Marketing. Apart from busy family life, she has taken part in many running events and has raised money for Breast Cancer Research, National Autistic Society (London Marathon) and was the Fundraising Manager for a Children’s Cancer Charity.
Hilary lives locally and has been part of the team for 11 years. She assists with research, processing business, liaises with providers and clients and manages the day to day office administration.
Hilary’s background includes working as a Senior Administrator in local government and in higher education. Her spare time includes her role as Tawny Owl for the local Brownie pack which she has enjoyed for 16 years. She also sings with the local Rock Choir and has been lucky enough to record at Abbey Road Studios.