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028 9260 3175 yourplan@akfp.net

Roger Kennedy

About Roger

In early 1995, Andrew and I discussed establishing a financial planning practice, initially to service the clients of Andrew’s existing accountancy business but with the business plan to develop this further, many more years later, here we still are, having developed the business into the practice you see today.

I have three main roles:

  • Chartered Financial Planner – I specialise in Financial Life Planning with business owners/executives and professionals and retirees.
  • Director – setting the strategic direction of the business, and implementing our Business Plan.
  • Compliance Officer – ensuring AKFP is run with correct governance to comply with regulations.

 

I’m also a Certified Scaling Up Coach, one of 200 across 6 continents, I help Growth Entrepreneurs Establish a Strategy for Scaling their Businesses and Prepare for Strategic Exit. To learn more about this, click here.

Your favourite way to spend a few days off…

With my wife and kids in Donegal, or cycling with my cousin.

The one thing that can instantly make your day better…

A smile or a hug from my daughters.

Something you couldn’t live without…

Coffee.

Working in financial planning… what first sparked your interest in this career path?

I started in the financial services industry in 1988 with the Halifax Building Society and soon realised that I liked client interaction and found financial services an interesting and rewarding profession.

What’s the most valuable thing you’ve learnt doing your job?

Believe there is always a better way.

What’s the best advice you’ve ever received? And why?

Never stop learning – there are always new ways of doing things. Keeping an open mind helps you to grow personally and professionally.

What do you enjoy most about your job?

Meeting clients and seeing how we can make a difference to their lives.

Contact Roger

rkennedy@akfp.net 028 9260 3175
Qualifications View SPS

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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 (http://www.fsa.gov.uk/). 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 www.financial-ombudsman.org.uk.

    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.

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    Building 2
    The Sidings
    Antrim Road
    Lisburn
    BT28 3AJ

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