Business Details
31 Years
experience
Your Trusted Financial Advisers in Lisburn
Established in 1995, Aiken Kennedy Financial Planning has built a reputation as one of Northern Ireland's most highly qualified and accredited financial planning firms. Our team of Chartered Financial Planners specialises in financial life planning, helping clients align their financial decisions with personal life goals. With over 30 years of collective experience, we combine technical expertise with a client-centric approach, focusing on long-term relationships rather than transactional interactions. Our B Corp certification reflects our commitment to ethical business practices and community impact. We serve business leaders and retirees, offering tailored solutions that address both immediate needs and future aspirations.Our regulatory oversight by the Financial Conduct Authority ensures adherence to the highest industry standards. Through our proprietary 'Your Plan' methodology, we integrate various financial aspects to create holistic strategies that evolve with clients' changing circumstances. This approach has enabled us to maintain lasting client relationships, with many working with us for over a decade. Our team's technical qualifications, including Chartered status, demonstrate our dedication to professional excellence. We prioritise transparency in all communications, ensuring clients fully understand their financial options and potential outcomes.
Services
Financial Life Planning
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Details
- Year established: 1995
Highlights and features
- We have over 30 years of combined experience in financial planning
- Our team includes Chartered Financial Planners with advanced qualifications
- We are B Corp certified for ethical business practices
- We offer holistic financial life planning solutions
- Our proprietary 'Your Plan' methodology ensures comprehensive strategies
Associations and certifications
- B Corp
- Financial Conduct Authority
What people say
Changed my life
Retire earlier
Assurance for family
Financial security
Expert guidance
Services
Financial Life Planning
Our financial life planning service helps clients align financial decisions with personal life goals. We create comprehensive strategies that integrate all aspects of your financial situation. This approach ensures your money works effectively to support the lifestyle you desire, both now and in the future.
Retirement Planning
Specialised retirement planning services help clients achieve financial security in their later years. We develop strategies to maximise income while preserving capital. Our approach ensures clients can enjoy their desired retirement lifestyle with complete peace of mind about their financial future.
Investment Management
Professional investment management services tailored to individual risk profiles and financial goals. We create diversified portfolios that balance growth potential with capital preservation. Our ongoing monitoring ensures investments remain aligned with changing personal circumstances and market conditions.
Tax Planning
Strategic tax planning services identify opportunities to minimise tax liabilities within legal frameworks. We develop proactive strategies that optimise tax efficiency across all financial activities. Our approach ensures clients retain more of their hard-earned money while maintaining full compliance with tax regulations.
Estate Planning
Comprehensive estate planning services ensure your assets are distributed according to your wishes. We create strategies that minimise inheritance tax liabilities while protecting family wealth. Our approach provides peace of mind that your legacy will be preserved for future generations.
People
Roger Kennedy
Director & Chartered Financial Planner
With over 30 years' experience, Roger specialises in helping clients achieve financial freedom. His expertise in life planning has transformed numerous clients' financial situations, enabling earlier retirements and greater financial security.
Mark Surgeon
Principal and Chartered Financial Planner
Mark brings extensive financial planning expertise, focusing on creating tailored solutions for business leaders. His strategic approach helps clients maximise financial opportunities while maintaining long-term security and flexibility.
James Gordon
Paraplanner / Financial Planner
James supports clients with technical financial planning expertise. His analytical skills help develop comprehensive strategies that address both immediate needs and long-term objectives while maintaining regulatory compliance.
Brian Taggart
Paraplanner / Technical Analyst
Brian provides technical analysis and client support, ensuring accurate implementation of financial strategies. His attention to detail helps maintain the quality and precision of our planning processes.
Questions
What is financial life planning?
Financial life planning integrates financial decisions with personal life goals, ensuring your money supports the lifestyle you desire both now and in the future.
How can you help business leaders?
We help business leaders maximise financial opportunities, manage wealth effectively, and achieve personal goals while maintaining business growth and security.
What services do you offer retirees?
For retirees, we ensure capital security, maximise income streams, and provide peace of mind through comprehensive retirement and estate planning solutions.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring adherence to the highest industry standards and client protections.
How do you charge for your services?
Our fees are transparent and explained fully during initial consultations. We believe in complete fee disclosure to ensure clients understand the value they receive.
What makes AKFP different from other firms?
Our unique combination of technical expertise, B Corp certification, and client-focused approach creates lasting value that extends beyond traditional financial planning services.
Videos
