0203 544 6810
Based in Warlingham
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2025
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ken and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 March 2026
Ken and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Ken has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ken has received 16 client reviews in the past 12 months; 100% of these have been verified
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: 06 January 2026
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.
2
Qualifications Uploaded
Ken has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Ken has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ken has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ken has provided information on their typical fees
Ken has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ken (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Ken
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ken (based on 12 first impressions)
I have worked in the financial services industry for over 35 years, including being an investment trader for a number of leading financial institutions and running my own financial consultancy business. Since then, I have been dedicated to helping people achieve their financial goals by creating bespoke financial plans tailored to their needs. I believe in guiding people to help them build up a legacy that can be left behind to their loved ones, in the most tax-efficient way possible through Inheritance Tax Planning and retirement planning. I am based in Warlingham, Surrey as well as Senator House, Queen Victoria Street in London and can provide the following services: Pensions - Expert advice to help provide comfort in your retirement. Investments - Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available. Protection - Whole of life and term assurance protection, private medical arrangements, critical illness insurance. Income Protection - Permanent health insurance to provide a regular income should you be unable to work due to illness or injury. Holistic planning - Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments. Approver Quilter Financial Services Ltd 02/07/2025.