Ken is a professional financial planning consultant advising people, primarily how to protect their own financial position by way of insurance and risk management of existing assets, their families and loved ones through effective illness and life cover and use of the pension regulations and effective use of wills trusts and estate planning, then exploring ways of improving their position and their financial future with best use of investment strategy, budgeting and risk management. Through his company, he has access to a panel of leading financial services providers in all the key areas of personal financial advice and access to experts in the field, to help him provide his planning advice. His unique way of working focuses on the client's needs and objectives, examines and analyses current financial status and provides each client with a comprehensive report followed by incisive advice as to the best route to achieving future dreams and aspirations in line with financial reality. Crucially, on agreeing the best route Ken arranges ensures any new plans investments or policies and monitors them to ensure the clients goals remain on track
Listed skills include Financial Life Planning, Retirement Planning, Independent Financial Advice, Estate Planning, and 9 others.