Wealth Matters, Financial Planners, IFA Luton, Bedfordshire, Harpenden, Hertfordshire
10 September 2010
 
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Ken

Kevin Smith

 

Personal Details


I was born in Hitchin and have spent the last 18 months living in Milton Keynes.


Qualifications


2001-2002 – Financial Planning Certificates 1, 2 & 3

Currently studying towards Advanced Financial Planning Certificate.


Previous Experience


Started work for National Mutual in the Personal Pension Department, straight from school, where I gained a good knowledge of pensions. I then moved on to a financial adviser and spent 18 months giving financial advice. I joined a multi-national bank and gained a wider knowledge of financial products before joining Wealth Matters in the my present role as a Para-Planner.


Interests


Reading and playing or watching football.

 

....because Wealth Matters


The Financial Services Authority does not regulate Will writing, school fees planning, taxation and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages.

 
 

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Organisations we are members of


Our Partners and Affiliates

 Institute of Financial Planning  The Chartered Insurance Institute  The Personal Finance Society
 Entier Associates  PCG Affiliate  Crunch  Freelance Adviser  Contracting Made Easy

Wealth Matters Ltd is authorised and regulated by the Financial Services Authority
 We are entered on the FSA Register No 300635 at
www.fsa.gov.uk/register
Registered in England No. 3862593

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