Meet us

When you work with AKFP, you will have a whole team working on your behalf.

Your named contact – your planner – is your first port of call and will know you, the work we’re doing with you, and what’s important to you on a deep level. But you’ll also have the entire AKFP back office team there to advise and support you in accomplishing your goals.

Come and meet us.

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

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.

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

    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.