Senior Employee Benefits Consultant
Rob has been providing advice within the Financial Services industry for over 25 years, specialising in the Employee Benefits sector for the last 14.
His main role within WK Financial Planning is to provide employers with solutions and strategies to ensure the benefits they offer staff are efficient, tax effective and communicated with maximum affect.
Rob aims to add value through proactivity and working within the business’ requirements whilst seeking to build long term mutually beneficial relationships which are enjoyable yet productive.×
With over 28 years’ experience in the financial services sector and having obtained a diploma in financial planning, Mark has spent the last 17 years specialising in the corporate financial planning arena implementing and servicing corporate employee benefit arrangements. By providing a first class service to his clients has enabled Mark to build long standing relationships with the companies he deals with.×
Iain is responsible for the delivery of our comprehensive Health, Risk and Wellbeing strategies into businesses.
With a 28 year consulting and advisory career in financial services ranging from insurers such as Standard Life to large practices such as Sedgwick Noble Lowndes (now Mercer), Iain has developed a strong ethos toward ensuring that businesses maximise their ability to deliver through a healthy, incentivised and suitably insured workforce.×
Graeme has over 16 years of experience in the Financial Services industry, working for both advisory firms and product providers. Much of this time has been spent in the corporate environment, particularly in the delivery of workplace pension solutions, working with clients ranging from 5 employees up to 2,500.
Based in WK Financial Planning’s London Office, Graeme primarily provides support to Wilkins Kennedy offices in the South-East.×
Noel has over 20 years’ experience in financial services, during which time he has worked for Bristol & West, London & Country, Chase de Vere and Chartwell.
Noel is an English graduate and a diploma-qualified financial adviser with experience in a range of financial domains. As in previous positions, his role in the EB Team combines an advisory remit with project management, composing reports and creating promotional material. Noel’s main responsibilities are advising individuals on pension transfers and undertaking pension scheme governance reviews for corporate clients.×
Martin has worked in the Employee Benefit world for over 30 years. Having been with Marsh & Mercer for 25 years plus he joined the Fidelius team in 2010.
Martin’s primary role is existing client management & servicing and running Financial Education seminars. He also runs regular pension clinics.×
Gavin is a graduate with considerable expertise in the Employee Benefits arena. He has 18 years experience working for leading organisations such as Royal & Sun Alliance, Standard Life, Mercer and Fidelius.
Gavin is a specialist in the areas of pensions and group risk and has a proven track record of building strong relationships with clients whilst always delivering a high level of service. He frequently meets with employees of corporate clients and is particularly skilled in communicating pensions in a clear and understandable style.×
WK Financial Planning Limited is an Appointed Representative of Fidelius Ltd. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference number is 525955.
WK Financial Planning Limited registered office is: Bridge House, London Bridge, London SE1 9QR Company registration number is 07146887 ENGLAND
The FCA does not regulate tax advice.
The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK