PALADIN FINANCIAL CONSULTANCY - Key Persons
Job Titles:
- Chartered Financial Planner
Job Titles:
- Consultant & Chartered Financial Planner
Having trained as a Counsellor and a SOLLA accredited Chartered Financial Planner with 30 years financial expertise, I am uniquely positioned to specialise and advise the most vulnerable people in the UK, their families and legal advisers.
I am a Chartered Financial Planner, Dementia Friend, hold the Statement of Professional Standing and specialise in advising on the finances for the Elderly, Vulnerable and those in receipt of Damages awards. I take care to provide an honest and straightforward approach.
Outside of work, I love spending time with my daughter Fabienne and dog Lola. I keep fit'ish, play ‘veteran' football, a bit of golf and cricket and generally love to be outside in the fresh air and going for a walk.
Job Titles:
- Adviser
- Independent Financial Adviser and Mortgage Adviser
Kerry has worked as an adviser in the financial services industry for over 25 years, initially with Lloyds Banking Group for 14 years before working self employed in the financial services industry and building a very successful business of her own. Kerry is diploma qualified in financial advice, holds all qualifications for mortgage advice and also specialises in equity release.
Whilst working with Lloyds, Kerry delivered the role of Regional Risk Manager for over 100 financial advisers. Her job was to ensure that each and every client was being treated fairly and with the utmost integrity and care. She reported to the National Risk Manager with regards to adviser recommendations and advice to maintain the highest level of care, particularly for vulnerable people. She also delivered successful, large scale projects for the role out of the Diploma qualification for all of the advisers.
Kerry has attained an enormous amount of knowledge within the financial services sector while coupling that with a ‘doing what is right for the client' attitude. Outside of work, she enjoys spending quality time with her husband and their two children Phoebe and William and walking her dog Ruby. She attends weekly dance classes and is partial to a spin class for a work out.
Job Titles:
- Independent Financial Adviser
Liam joined the industry in 2000, working as an adviser since 2002 having begun his career as an IFA with Barclays.
Having left the world of employment in 2009, he moved to a large Wealth Manager which soon made him realise that he needed to do things his on his own terms with ethics at the heart of his approach.
Liam is qualified in all areas of Financial Planning, including Pension and retirement planning (R04), Personal taxation (R03), Investment principles and risk (R02), Regulation & Ethics (R01), Equity release (ER1), Long term care planning (CF8) and Mortgages (CF6). He is also a Dementia Friend.
Job Titles:
- Independent Financial Advisor
Ryan is a Diploma-Qualified Independent Financial Advisor and has over 10 years' experience in the financial services industry. Having previously working as a Technical Paraplanner for both independent and tied advisors, he has extensive experience of all areas of financial planning.
Ryan's expertise means that he is working with people who have complex financial planning needs helping them to build lifelong financial plans, organise their finances to be more manageable, and ensuring that all assets are made as tax efficient as possible.
He is currently studying towards becoming a Chartered Financial Planner and in time, a Fellow of the Personal Finance Society.
Outside of work, Ryan enjoys spending time with his wife and two cocker spaniels, riding his motorcycle and has a particular interest in field sports such as fishing. He also enjoys walking and in 2021, completed a 630-mile walk from Minehead to Poole via the South West Coast Path in 43 days.
Sarah has over 19 years' experience within the financial services industry, predominantly in banking, insurance and mortgage services.
Her expertise and manner were a particular benefit when offering assistance and guidance to attorneys, deputies and the recently bereaved.
Since leaving high street banking over 4 years ago, she has offered administrative and client servicing support to financial advisers within wealth management services, and we're pleased that Sarah continues to offer her experience and expertise here at Paladin Advice as one of our Financial Administrators.
She lives in Herne Bay with her husband and two daughters. As well as enjoying spending time with her family, she is a keen cyclist and a practitioner in the martial arts of Karate and Kobudo.
Job Titles:
- Consultant & Chartered Financial Planner
- Financial Adviser in the World of Court of Protection
and been qualified as a Chartered Financial Planner for the last 12, Stephen is well positioned to specialise and advise the most