Ken Bannister CertPFS, AIPW, CPD
Independent Financial Adviser and Estate Planning Consultant
I am rated in the top 0.5% of financial advisors in the UK, by VouchedFor.co.uk. My reviews can be found here and please do refer to my testimonials page.
I have been providing professional Independent Financial Advice to private individuals and corporate clients, both large and small for over 34 years. As an adviser, I pride myself in offering integrity, a dedicated personal service, bringing a wealth of knowledge to help our clients achieve their financial goals. I am proud of the service that we provide and have many long-established clients whose loyalty is testament to our high standards and professionalism.
As a qualified member of The Institute of Professional Will Writers, I also assist 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.
I have been described by clients as working in a friendly relaxed manner, whilst providing clarity and unravelling the complex world of financial services. Please refer to our client testimonials page and Vouched For for sincere and positive independent reviews by clicking HERE.
I give my 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) I help people in a supportive environment, to become more confident in public speaking.
In my free time, I enjoy spending time with my family, short strolls with our two rescue dogs in the forest and coarse fishing.
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)
