KENWELL - Key Persons
Job Titles:
- Administration Manager
- Senior Business Administrator
Chrissy has eight years' experience in the financial industry and has worked for a number of large UK and international financial institutions, where she has honed her organisational and administration skills.
Chrissy manages multiple client cases daily and has installed a range of new protocols to ensure rapid reponse to clients and an efficient back-office operation.
Beyond business hours, Chrissy enjoys the great outdoors, and is a frequent hiker in the peak district accompanied by her little dog Roscoe. She often will reward herself a nice pub lunch in front of a cosy fire.
Job Titles:
- Chartered Financial Adviser
- Director & Chartered Financial Planner
Danny is a Chartered Financial Adviser who leads Kenwell's sports division, a first-class financial concierge service for professional footballers in the UK. With more than nine years' experience, Danny has a strong understanding of clients' issues in this arena, and specialises in educating, protecting, and growing wealth to secure their financial futures for the long term.
Job Titles:
- Head of Financial Wellbeing
Job Titles:
- Director & Financial Life Planner
Job Titles:
- Director & Financial Life Planner
With more than 35 years as a financial professional and business owner, John has the unique ability to bring together and advise on an individual's personal and business life, and financial plan into one holistic experience.
John is committed to helping clients by providing a sense of calm, contentment and realising their potential through Kenwell's trademark high impact, results orientated philosophy.
At home, John is an avid golfer, loves travelling, reading and almost all sports. Keeping fit and healthy in the gym and sport is a big part of his weekly activity. He is a self-confessed foodie and loves spending time with friends and family.
Jonathan has worked in IT and compliance services for more than eight years and enjoys the challenge of troubleshooting IT systems.
He pairs his work with study and hopes to become a Certified Information Systems Security Professional.
Jonathan enjoys the outdoor lifestyle and volunteers for the local emergency service.
Job Titles:
- Director & Financial Life Planner
Job Titles:
- Director and Chartered Financial Planner
With a mission to help clients successfully set up their financial futures, Martin listens to your goals so together, you can devise a plan to get the most out of life.
As director and chartered financial planner at Kenwell, Martin has developed his skills and expanded his expert knowledge of the industry over 31 years. This, coupled with his approachable and friendly manner, clients can feel at ease and be ready to achieve.
He thanks his first job in the audio department of the UK's first Tesco superstore as a great training ground for learning to listen to people.
When his daily routine includes writing in his gratitude journal, Martin knows how important it is to jot down your thoughts and have a plan. So, it shouldn't be any different when it comes to your finances.
Patrick Canion is an award-winning money expert who leads Kenwell's Swiss and International operations. His passion for helping people succeed in life and money goals reflect his strong views that all people are created equal and connected in some shape or form.
As a Certified Financial Planner, Patrick built the award-winning financial advice firm ipac Western Australia, which in 2016 was acknowledged as the Australian Professional Practice of the Year.
He is also known for his corporate governance work on private, public and charity boards, and behind-the-scenes works with Australian regulators and litigants who require Expert Opinions in financial advice matters.
Job Titles:
- Company Secretary
- Director
Rachel has over 30 years' experience in the Financial Services sector, initially with AXA as a Manager and now she provides leadership and support at Kenwell for all the team.
Outside of the office is her family and other animals on the farm, where Rachel with the help of Tez and Darcy looks after the goats, sheep and dogs. Her hobby is horse riding, where she show jumps most weekends, which she has done for many years but is not retiring yet!