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Based in Chigwell
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FCA status: Certified by Firm
Ketan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ketan's status
Last checked: 14 April 2025
Ketan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ketan's status
Recent Client Reviews
Ketan has not received any client reviews in the past 12 months
Ketan has not received any reviews in the last 12 months
Ketan has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 05 February 2023
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Ketan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ketan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ketan has not yet added their fees to their profile
Fees not yet added
Ketan has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ketan (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Ketan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ketan (based on 5 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ketan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ketan's status
Last checked: 14 April 2025
Ketan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ketan's status
Recent Client Reviews
Ketan has not received any client reviews in the past 12 months
Ketan has not received any reviews in the last 12 months
Ketan has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 05 February 2023
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Ketan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ketan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ketan has not yet added their fees to their profile
Fees not yet added
Ketan has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ketan (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Ketan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ketan (based on 5 first impressions)
Ketan is an experienced Chartered Financial Planner, who advises private clients in creating holistic bespoke wealth planning strategies. This covers all of the key areas including cash flow modelling/forecasting, wealth structuring, investment consulting, pension/retirement planning, tax planning, protection, and intergenerational planning. Ketan is also a Pension Transfer Specialist. Ketan joined the Wealth Planning team at Kingswood in September 2020. Prior to joining Kingswood, Ketan built his experience in financial planning and advising clients at Stonehage Fleming, an international multi-family office, and at Lloyds Private Banking. Throughout his career, he has been providing financial advice to high net worth individuals, families, business owners, entrepreneurs, corporate executives, Partners/Directors of professional services firms, trustees, and retirees. Ketan graduated from University College London on 2010 with a degree in Economics, and also completed a Masters in Finance and Financial Law in 2011 at SOAS, University of London. Outside of work, Ketan enjoys spending time his young family and taking his German Shepherd for walks.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ketan's clients
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