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Carlton is a Chartered Banker and Professional Financial Adviser with 30 years of experience in Financial Services. Carlton’s early career was spent working for insurance companies where he gained experience in product design, marketing and sales. In 2003 he was invited to become an owner of IFS Group, a firm of independent financial advisers which grew successfully and was later sold to a large national firm listed on the London Stock Exchange in 2008. Carlton aims to deliver a service with genuine understanding and offers financial planning solutions that are tailored to clients’ individual needs and requirements delivered in an easy to understand manner.
Carlton lives in Surrey with his wife Julie, two sons, Jaden and Codey and Rio the cat, who is the one really in charge…! Most of his spare time is spent on the side lines watching the boys in their many sporting pursuits, and Carlton also enjoys clay pigeon shooting.×
Duncan leads the Wealth Management team. His career in Financial Services spans over 25 years, starting with Hill Samuel and then Grosvenor Wood, a high net worth private client practice based in London. Duncan is now based in Bath and lives with his wife and two children.×
Nick qualified as a Chartered Accountant in 2001 and was made a Partner in 2007. His ambition and hard work has enabled him to build upon his experience and provide his clients with valuable knowledge and bespoke expertise.
Nick’s successful portfolio has grown considerably as a result of his natural enthusiasm and respected credibility. He specialises in working with owner-managed businesses across many sectors. Nick acts for a large number of property developers, property investors and construction companies.
Nick is a member of a city Livery Company. Nick has a young family and enjoys spending time with them. He also likes to play tennis, keep fit and can be found on the golf course when there’s time.×
Michael has over 30 years’ experience within the accountancy profession having qualified as a Chartered Accountant in 1982. Since 1993, Michael has been responsible for running Wilkins Kennedy’s Romsey office. He now heads up the Business Services department and Outsource for both the Romsey and Winchester offices.
Michael has a diverse client portfolio including sole traders, partnerships and limited companies, working closely with SMEs and owner-managed companies to help them grow their businesses.
Michael is a member of ICAEW Tax, Audit and Accountancy Faculties. Michael has many sporting interests including cycling, golf, football and tenpin bowling. He also enjoys wine tasting.×
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.×
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. Providing a first class service to his clients, has enabled Mark to build long standing relationships with the companies he deals with.×
Ian is an Employee Benefits Consultant combining over 20 years of experience. The majority of his time has been spent working in some of the industry’s largest employee benefits consultancy firms. Ian possesses a high level of technical expertise in providing Employee Benefits solutions to small family and large multinational businesses, based throughout the UK. He specialises in Group Pensions, and Ian prides himself on his Holistic approach to employee benefit solutions.
Ian is based in Chipping Sodbury, where he lives with his wife Katherine. In his spare time Ian enjoys running, cycling, triathlon, and generally being outside. When he gets the chance, Ian also enjoys travelling and reading.×
Lee has over 20 years’ experience in Financial Services, working for large insurance companies and banks during his career before moving into Employee Benefits with Fidelius. Lee provides guidance, advice and presentations on a variety of subjects from financial education to pensions freedom for employee’s of large national companies to smaller family run firms. Lee enjoys helping people with pension education and understanding what their retirement could look like with the right planning and guidance.
Lee is married with two children and lives in Clutton outside Bath. He enjoys coaching youth football in his spare time, and also enjoys going to the gym and watching live football with his son.×
Colin started his Financial Services career 20 years ago within the wealth management arm of a Global Bank where he gained invaluable experience working with both retail and commercial clients. Colin has provided advice and consultancy services across a broad range of employee benefits during his career to date and therefore brings a wealth of experience to the team.
Colin enjoys keeping active and spending time with his family, and currently lives in Essex with his wife Joanna and their three children Alfie, Charlie and Harrison.×
Mike is an Employee Benefits Consultant with 25 years’ experience in providing tailored and holistic Employee Benefits advice to companies throughout the UK. Mike has worked for many of the leading industry providers including JLT, Aon and Mercer and joined WKFP in 2018.
Although he specialises in providing advice around company pension schemes, he also has experience of providing advice around other employee benefits such Death in Service, Group Income Protection and Private Medical Insurance schemes. Mike prides himself on getting to know each client’s individual circumstances in order to deliver a bespoke, dedicated and high quality service.
Mike is based in South Wales, where he lives with his wife and two children. In his spare time Mike likes to play football, cycle and play golf. He also works with a number of charities in order to promote organ donation, having recently donated a kidney to one of his sons.×
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
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