joined KNS Financial Planning as a director in 2015 with almost 30 years’ finance experience. Educated at Appleby Grammar School, he worked for a clearing bank before joining a financial advice firm in 1994. Experienced in all aspects of financial planning, he specialises in equity release and long-term care issues as well as mortgage queries. Married to Ollie, with two sons, he enjoys cycling and community involvement.
The KNS Financial Planning advisers and support staff offer a thorough service that involves:
Detailed reporting on our findings, with suggested products to meet your needs
Looking for local, expert financial advice? Each year, KNS Financial Planning helps hundreds of clients find the right mortgages, pensions, life insurance and investments for their needs.
These and other financial issues are made all the more complex by the rapid pace of economic change. You are right to think about them, but that thought will need turning into action and it can be hard to make important financial decisions alone. Expert advice and support are vital, so we offer these and much more at KNS Financial Planning.
Headquartered in Kendal and staffed by advisers with deep personal and professional roots in Cumbria, KNS Financial Planning serves clients locally and from many other parts of the UK. Our advisers all grew up in the region so understand the needs, challenges and aspirations of individuals and businesses fortunate enough to be based here.
Whether or not you have taken professional financial advice before, you will appreciate the individual attention you receive from KNS Financial Planning advisers. Our combined experience runs into decades and covers a wide spectrum that includes investments, mortgages and pensions. The entire team looks forward to assisting you with any or all of these aims.
KNS Financial Planning Ltd is an appointed representative of Positive Solutions (Financial Services) Ltd, which is authorised and regulated by the Financial Conduct Authority.
KNS Financial Planning Ltd. Registered in England and Wales, under no. 07122210. Registered Office: Lowther House, 34 Lowther Street, Kendal, LA9 4DX.