8-10 Graham Gardens
Lisburn
Co Antrim
BT28 1XE
AKFP Group is not your traditional financial planning firm. We are Financial Life Planners, as the whole point of financial planning for us is to enable you to get the most out of life.
Life Planning is a powerful process of establishing and focusing on what really matters to you. It underpins everything we do at AKFP.
We’re really pleased when that commitment is recognised by external bodies too. The AKFP Group has been awarded BS 8577, the British Standard that assesses and recognises financial planning firms, who demonstrate that they have the operational framework to deliver a first class service to their clients. In addition, two of our financial life planners, Roger and Michael have been awarded ISO 22222, the only international quality standard for personal financial planning.
We tend to work with business owners/professionals, retirees and trustees. Our carefully designed process fits well with their requirements.
Aiken Kennedy Financial Planning is the trading name of AKFP Ltd which is authorised and regulated by the Financial Conduct Authority (http://www.fsa.gov.uk/register/home.do). 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: 10 Graham Gardens, Lisburn, County Antrim, BT28 1XE 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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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.