I am the Principal of KP Financial Wellbeing and have more than 20 years experience as a financial planner. I have a passion for financial wellbeing and have been advising medical professionals for over 15 years. I am married to Chris and have three your daughters.
I pride myself in providing an excellent service to all of my clients. I plan holistically for all my clients, incorporating their existing arrangements and addressing all financial goals and objectives — including short-, medium- and long-term plans.
My commitment is that my clients come first. We meet on a regular basis to review their ever-evolving financial requirements which will include, pension and investment planning, protection and inheritance tax planning.
The level of satisfaction may be judged by the fact that most of my new clients are as a result of existing client recommendations and events I conduct mainly requested by my clients
I am committed to ensuring my industry and specialist knowledge remains relevant and current by placing strong emphasis on my personal development and this in turn will allow me to provide a rounded, professional and principled service.
Kaye has been my Financial Adviser for over 20 years. She has always put my interests first and listened to what I had to say. She has presented several options, explained the advantages and disadvantages of each and then given me time to consider them without pressure. I recommend her without reser...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.