After spending 11 years with The Prudential as a financial adviser, I became an independent financial adviser and set up HF Wealth Planning Ltd with fellow director Andy Stokes.
With over 23 years experience within financial services I have built up a wealth of knowledge which allows me to offer clients a bespoke, professional advice and service proposition and helping them through the financial maze. However, as a Partner Practice of St. James’s Place Wealth Management, my service is enhanced and complemented by the support and products now available to me.
Andy founded the company back in 2003, and is now joint owner with Kenneth. He is responsible for meeting with clients and providing wealth management advice. He has built a reputation of providing professional, quality and most importantly honest advice, while always being there for his clients for a full review.
Andy has worked in financial services for over 25 years in which time he has undertaken a significant number of qualifications. He holds the Diploma in Financial planning and has recently attained Chartered status.
Prior to being invited to join the prestigious, St. James’s Place Wealth Management, Andy had a successful career working for Lloyds TSB Bank plc, before starting his own company.
Having worked in the IT industry as a team leader on the HMRC Account for several years, I then moved into the Digital Marketing arena as an e-Commerce Manager prior to embarking on a career in the Financial Services industry with HF Wealth Planning Ltd.
The skills acquired during my previous roles benefited me immensely in my current role as Office Manager. I thoroughly enjoy the diversity of my role and I am constantly learning about the ever changing regulations within the Financial Services sector. Becoming a Partner Practice of St. James’s Place Wealth Management has continued to complement our business ethos and enabled both myself and HF Wealth Planning to continue to progress.
Ken started out in financial services 28 years ago and has gained experience in all aspects of sales/advice, training and management. Some of his client’s have been with him from the start.
Since 2003, after a period with Ecclesiastical Financial Services, Ken has chosen to specialise in offering tailored advice to clergy and their families, though this does not preclude him from offering advice to secular families or businesses.