Chartered Financial Planner
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Ian is a Chartered Financial Planner combining over 10 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 began his career in Financial Services in 2006 at The Haven Partnership Ltd, joining WKFP in 2011. Ian prides himself on building a thorough understanding of client’s values and goals and only then providing them with impartial, bespoke financial solutions coupled with a comprehensive on-going review service. The Chartered title remains today’s ‘gold standard’ of excellence and integrity, and reinforces Ian’s commitment to raising standards of knowledge, capability and ethical practice, and the importance of professionalism.
Ian is based in Cheltenham and provides holistic financial advice to an extensive range of clients. He is also a qualified Pension Transfer Specialist providing advanced pension planning solutions to private clients. Ian has lived in Cheltenham since 2001 and spends most of his time outside the office with his wife and son, Jasper. Ian likes to live an active lifestyle coupling his interest of health & fitness with his passion for golf.×
Steve has over 20 years’ experience in Financial Services and has been advising clients for over 15 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.
Steve specialises in retirement planning, inheritance tax, business financial planning and particularly enjoys working with clients and their families on building and protecting their financial futures.
Steve lives in Paddock Wood with his family and, in the little spare time his family allows him, Steve likes to roam the countryside, lose himself in a good book and get out on his mountain bike.
Nick is a Chartered Financial Planner with over 30 years of experience. As a Chartered Financial Planner, Nick specialises in providing holistic financial advice to high-net-worth private clients. 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.
Nick joined WKFP in 2016, coming from Ashcourt Rowan where he was a Director and worked for almost 9 years. Nick lives in Cambridgeshire with his wife Andrea and sometimes his two student musician children. In his spare time Nick is a keen reader of fiction and modern history, and an enthusiastic pub quizzer. He tries to keep fit with swimming and the gym, and has the misfortune to be a Queens Park Rangers season ticket holder.×
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. Colin specialises in pensions, investment and estate planning for individuals and corporate clients.
He now lives in Hutton in Essex with his wife, two daughters and two cats. In his spare time, Colin is a keen golfer playing off a handicap of 14 and enjoys keeping fit by running at various events to raise funds for local and national charities.×
Dean is 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. He joined WKFP in 2017, following a period of time managing financial planning businesses. Dean has a particular specialism in retirement and estate planning and enjoys helping clients achieve their life objectives.
Now living in Hertfordshire with his wife and their football-mad 10 year old son, Dean spends weekends coaching his son’s team. Outside of work/sport Dean enjoys spending time with his family and friends, he is also a keen Liverpool FC supporter and occasionally plays golf, very badly….!×
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.
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.×
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: Churchill House, 59 Lichfield Street, Walsall, England, WS4 2BX. 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