Ken Bannister CertPFS, AIPW, CPD
Ken Bannister CertPFS, AIPW, CPD, Independent Financial Adviser and Estate Planning Consultant
Tel. 01329 833152
Email. ken.bannisteractivewealth.co.uk
Ken has been providing professional Independent Financial Advice to private individuals and corporate clients, both large and small for over 34 years. As an adviser, Ken prides himself in offering integrity, a dedicated personal service, bringing a wealth of knowledge to help clients achieve their financial goals. Ken is proud of the service that he provides and his many long-established clients loyalty is reflected in his client testimonials and testament to his high standards and professionalism.

As a qualified member of The Institute of Professional Will Writers, Ken also assists with the construction of wills and Lasting Powers of Attorney, Probate and specialist trust work. This helps clients greatly in the areas of Inheritance Tax Mitigation, Estate Planning and Long Term Care.

Ken has been described by clients as working in a friendly relaxed manner, whilst providing clarity and unravelling the complex world of financial services.

Ken gives his time freely, to support small businesses through Southern Entrepreneurs, charities, rotary clubs and secondary schools to assist teenagers in the transition from school into employment. As a member of Solent Speakers (Toastmasters International), Ken helps people in a supportive environment, to become more confident in public speaking.

In his free time, Ken enjoys spending time with his family, walking with the family's two rescue dogs in the forest, coarse fishing and clay pigeon shooting.

Qualifications

CII – Diploma in Regulated Financial Planning (CertPFS) C/SQA – Diploma in Professional Financial Advice Associate of the Institute of Professional Will Writers (AIPW) Chartered Insurance Institute Financial Planning Certificate Coventry University Certificate in Professional Development (CPD) CFA- Statement of Professional Standing (SPS)

Please refer to our client testimonials page and Vouched For for sincere and positive independent reviews.
Kevin Cull Diploma in Regulated Financial Planning (DipPFS)
Kevin Cull Diploma in Regulated Financial Planning (DipPFS), Independent Financial Planner
Tel. 01329 833152
Email. kevin.cullactivewealth.co.uk
Kevin is accredited with and holds the Diploma in Regulated Financial Planning and has 22 years’ experience in the Financial Services industry. His expertise is in helping clients understand their finances and adding value by building a financial plan installing certainty over their financial future.

Outside of work Kevin has three children, when not being “dad taxi” to their various sporting activities and clubs, Kevin enjoys playing sport himself including cricket, squash, golf, football and cycling.

Kevin has organised golf days and completed the challenge of the London to Paris bike ride for his chosen charity Cure Leukaemia. As a keen reader, Kevin has a particular interest in history and politics.

Qualifications

Diploma in Regulated Financial Planning (DipPFS)
Hilary Tucker
Hilary Tucker, Administration Manager
Tel. 01329 833152
Email. hilary.tuckeractivewealth.co.uk
Hilary lives locally and has been part of the team for 14 years. As the Administration Manager, Hilary assists with research, processing business, liaises with clients and providers and manages the day to day office administration. Hilary’s background includes working as a Senior Administrator in local government and in higher education.

Over 18 years, Hilary is still enjoying her role as Tawny Owl for the local Brownie pack and also leads the local Guide Unit. She sings with the local Rock Choir and enjoys keeping fit.
Helen Diment-Bannister
Helen Diment-Bannister, Director of Marketing and Communication
Tel. 01329 833152
Email. helenactivewealth.co.uk
Helen has assisted Ken in growing the business, since they married, 21 years’ ago. Her focus is in identifying client needs and she has been key in developing client relationships, professional connections and implementing the marketing strategies. Helen’s career includes NHS patient relationship mediation, working in the Pharmaceutical Industry in Sales Training, Magazines, PR and Marketing.

Apart from busy family life, Helen is a keen runner and has taken part in many running events fundraising for; Mind, Breast Cancer Research, Rowan’s Hospice, The British Heart Foundation, National Autistic Society (completed the London Marathon) and was the Fundraising Manager for the Children’s Leukaemia Cancer Charity based at Southampton General Hospital. Helen is interested in the area of motivational psychology.

Nicky Edgar
Nicky Edgar, Client Relationship Manager
Tel. 01329 833152
Email. nicky.edgaractivewealth.co.uk
Nicky has recently joined the Active Wealth team as their Client Relationship Manager. Previously Nicky worked for 21 years at DXC Technology as part of IT Business Support team for the MoD. The change in career path has been a pleasant one and Nicky is embracing the new challenge of working in a completely different industry. Nicky enjoys meeting new people and is looking forward to applying her business skills to her new role, supporting the team and liaising with their current and new clients for Active Wealth.

Outside of work, Nicky is currently completing a floristry course as she has a passion for flowers. She also enjoys running and has completed the Brighton Marathon. Nicky also enjoys dancing, music and spending time with family and friends.
Reviews and Ratings for Financial adviser Ken Bannister, Southampton
PFS Logo

Personal Finance

Of those who start drawing an income, just two out of five do so immediately. Among those who wait, 40% put it off for at least half a year, and 24% delay for more than a year, says Hargreaves Lansdown.
Investment trusts have outperformed their sister open-ended funds more than three-quarters of the time over the last decade, though are much more volatile, research from investment platform AJ Bell shows.
The deadline for your 2018-19 tax return is a week away, so now is the time to start if you haven’t already. We point out 7 common first-timer mistakes.
Jack’s Law, for parents who lose a child under 18, will come into force in April, says government
The Financial Conduct Authority (FCA) has written to fund managers to outline the “key risks of harm” that their businesses pose to their customers.