Kane Platt

Independant Financial Adviser @Warrington Wealth Management Limited

Warrington, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2023 — Present

Independant Financial Adviser @Warrington Wealth Management Limited

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An Independent Financial Adviser with more than 20 years of experience in the financial services profession, 13 of which have been spent as an independent financial adviser. I am committed to helping clients achieve their goals and continue to work with them on an ongoing basis.While qualified and experienced in all areas of financial planning, I specialise in working with businesses and their owners, and have an extensive list of contacts in the financial world. This enables me to be a one stop shop for many people as if I cat do it myself I will know someone who can.

SKILLS

Wealth ManagementInvestment AdvisoryPortfolio ManagementFinancial ServicesBusinessSavingsFinanceInvestment StrategiesRetirement Income StrategiesEmployee Benefit AdviceCritical IllnessBusiness ProtectionProtectionEmployee BenefitsSalary SacrificeRetirement PlanningPensionsSippSalary PackagingInvestmentsRetirementHigh Net Worth IndividualsStrategic Financial PlanningFinancial PlanningMortgage LendingInheritance Tax PlanningWealthFinancial AdvisoryKey Man Protection

ABOUT KANE PLATT

I am an Independent Corporate Financial Planner working within the North West region. I…

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Kane Platt — Independant Financial Adviser at Warrington Wealth Management Limited in Warrington, GB | Unifers