Chartered Financial Planner
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Ian started his career in financial services in 2006 as a trainee planner working across all areas of the business. Ian is now a Chartered Financial Planner combining over 9 years of industry experience with a high level of technical expertise to provide tailored financial planning advice to both individuals and small businesses throughout the UK.
Ian is qualified as a Pension Transfer Specialist providing advanced pension planning solutions to private clients. He also has experience in the Defined Benefit pension market helping Employers and Trustees implement medium to long-term strategies to mitigate scheme liabilities.×
Steve has over 17 years experience in Financial Services and has been advising clients for over 13 years. During those years he has worked within a firm of accountants, for a large high street bank and also a major UK insurance company.
Steve provides advice mainly to private clients but also works closely with corporate clients and runs financial education workshops to employees on a range of topics.×
Nick has over 31 years’ experience in the industry, having joined Clerical Medical as a Senior Sales Consultant in 1985. More recently, Nick worked as a Financial Planning Director at Ashcourt Rowan, before joining WK Financial Planning in 2016.
As a Chartered Financial Planner, Nick advises a wide range of clients with a particular focus on retirement and inheritance tax planning. By getting to understand a client’s objectives and working with them over time, Nick can develop and refine a strategy that helps them to achieve their financial and personal goals.×
Colin’s career started back in 1986 in the Banking sector with NatWest, where he developed an interest in the Financial Services industry, initially as a mortgage adviser in 1993 then became a qualified Independent Financial Adviser in 1996.
Colin has gained valuable experience in the life, pension and investment markets during the last 20 years, working with professional connections and developing relationships with their individual and corporate clients.×
Dean joined the business in 2017, following a period of time managing financial planning businesses. A Chartered and Certified Financial Planner with over 25 years of extensive experience in providing financial planning advice to HNW private clients, companies and trusts. Dean has a particular specialism in retirement and estate planning and enjoys helping clients achieve their life objectives. Dean lives in Hertfordshire with his wife and their 10 year old son who is football mad. Dean coaches his sons football team at weekends, is a keen Liverpool FC supporter and occasionally plays golf very badly. Outside of work/sport he spends time with his family and friends.×
Guy is a Chartered Financial Planner and Fellow of the Personal Finance Society. He specialises in pensions and personal tax planning, and holds advanced qualifications in pensions, trusts, personal tax and investments. Guy started his career in financial planning in 2012 working with Chase de Vere. Prior to this Guy honed his people skills and business acumen, working as a Business Development Manager for AXA Wealth. Away from work Guy chairs the learning and finance committees of the governing board at his local primary school, which seven year old twins boys Ethan and Dexter, attend. Daughter, Skye, aged three-going-on-18, keeps the whole family entertained. He is married to Amy, a make-up artist and lives in Hanham, near Bristol.×
Sandy has 14 years experience in the Financial Services Industry. He has spent the last 8 years as a Financial Planner, providing technical expertise in tailored and holistic financial planning to both individual clients and small businesses.
Sandy specialises in working with company directors and shareholders to enable their companies to benefit from personal financial planning in the most efficient way, and creating a realistic retirement plan, to help his clients through their retirement journey.
Sandy prides himself on his integrity and enjoys helping his clients to understand the journey they are going through and how best to reach their goals and objectives.
Sandy is based in Hamble near Southampton, where he lives with his wife and daughter, Sandy spends most of his spare time on the water, either relaxing with the family or racing yachts round the Solent.
With almost 30 years’ experience in the Financial Services Industry, Kiaron spent the last 20 years as a Financial Planner, providing technical expertise in tailored and holistic financial planning to both high net worth individual clients and small and medium sized businesses and their directors. His career started in 1990 at Norwich Union (now known as Aviva). Kiaron worked for KW Wealth for the last six years and Ward Consultancy for ten years prior.
Specialising in tax efficient planning including pensions, ISA’s, EIS and VCT amongst other things, Kiaron particularly enjoys helping clients achieve their goals, and prides himself on his attention to detail and an empathetic nature, important for an adviser to understand their client’s needs.
With family in London, Ireland and France, Kiaron hails from London, and grew up in Reading. Kiaron lives in Reading with his family, and a cat named Alfred (previously known as Matilda!) and transient rodents because of this!
Kiaron regularly attends football matches with his family and is a season ticket holder at Reading FC, which sometimes tests his resolve! He likes walks with the family, theatre and comedy nights. He has an eclectic taste in music, much to the dismay of those around him!
Louise has over 12 years of industry experience and has spent the last 4 years as a Financial Planner providing technical expertise in tailored and holistic financial planning advice to both individual clients and small businesses throughout the UK, previously with Kreston Reeves Accountancy and then Argentis Financial Management.
Louise specialises in retirement and inheritance tax planning and also has extensive experience in corporate benefits and business financial planning. She prides herself on developing long term relationships with her clients, and providing an excellent service tailored around their individual values and goals.
Louise lives in East Kent with her partner and young daughter. In her spare time Louise likes running (currently training for a half marathon), horse riding and spending time with her family.
Alan joined WKFP in March 2019, coming from M&H Financial Planning where he joined as a Graduate and worked as a Trainee Financial Planner and Paraplanner for two years, and was promoted to Financial Planner in early 2018.
He is currently studying toward his Chartered Status.
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 526955.
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