One life. Live it.

Financial life planning done properly.

Your team

We passionately believe in the power of financial life planning and its ability to help people lead more fulfilled lives. Our role as Financial Life Planners is to help you understand your choices, explore the financial decisions available to you and help you in planning for a future you have chosen for yourself.

As one of the most highly qualified and accredited financial planning teams in Northern Ireland, we are uniquely positioned to help you uncover what you really want from your life – and to help you accomplish it.

Get to know us

About you

It’s your time, your future, your plan, your life. They’re your decisions.

We specialise in working with four main groups of clients. If you are a business leader or retiree, click through to the pages below to find out how we can help you get the most from your future and live the life you choose.

Learn more
Roger Kennedy
Director & Chartered Financial Planner
Mark Surgeon
Principal and Chartered Financial Planner
James Gordon
Paraplanner / Financial Planner
Brian Taggart
Paraplanner / Technical Analyst and Client Manager

Your Life. Your Plan.

For Business Leaders

Live the life you want to live now and in the future. Understand your present position and maximise your financial opportunities We’ll make managing your money easier.

Find out more

Your Time. Your Plan

For Retirees

Ensure your capital is secure for the future. Live the retirement you really want. Maximise your income. Gain peace of mind over the management of your investments.

Find out more

How can we help?

We’re very happy to answer your questions. Complete the form below and one of our team will respond with an answer.

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    Important information

    AKFP Group is the trading name of AKFP Ltd which is authorised and regulated by the Financial Conduct Authority ( Financial Services Register No: 176477.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at

    AKFP Ltd, Registered Address: Building 2, The Sidings, Antrim Road, Lisburn, BT28 3AJ. Registered in Northern Ireland, No. NI29631.

    The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.