FK Financial Ltd is an independent financial adviser company.
We specialise in investments and pensions, particularly for the over 60s.
We primarily serve our existing client bank, but have the capacity to take on some new clients with pension and/or investment portfolios of £200,000 plus.
We advise on investment portfolios using asset allocation to match agreed risk profiles, and use a combination of active and passive funds within the portfolios. We advise on the tax efficient management of wealth covering income tax, capital gains tax and inheritance tax aspects.
We provide ongoing advice on managing investment portfolios for an advice fee of 0.5% pa of the portfolio value. Additional initial fees may also be charged and we will provide a quotation based on the work involved to meet your individual requirements.
Andrew Norman is a Chartered Financial Planner who has been working in the financial services industry since 1985. He founded FK Financial Ltd in 2005.
Samantha Jones is our client services administrator and has been with FK Financial Ltd since it started in 2005.
Caroline Norman deals with financial administration.
The Financial Ombudsman Service
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
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