Anton Kirkpatrick

Anton Kirkpatrick

Kirkpatrick Financial Management

Minimum savings/pensions: Any amount

0330 038 8942
Based in Leyland
View location

Top Rated 2025
Verified since: November, 2024

4.9 out of 5

22 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 July 2025

    Anton and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Anton has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 14 May 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Anton has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Anton has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 July 2025

    Anton and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Anton has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 14 May 2025

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Anton has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Anton has not yet added their fees to their profile

I provide holistic financial advice that is specific and tailored to each person and which evolves as they progress through life. In order to do this I'll need to understand more about them, what their goals are, what drives them, ultimately what they want from life. From this I can develop and put in place a plan that is right for them. Through regular review meetings I'll make sure that plans remain suitable or make the necessary changes as life is unpredictable so we need to be able to adapt to it. Having an accurate and live financial plan is an important guide to have on life's journey. Kirkpatrick Financial Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St. James's Place Partnership and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/12/2024

£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).

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