Jackie McKitterick is our Office Manager - she keeps me in check and fields most of the calls. If you ring into the Shoreham office you will probably speak to Jackie, who can answer most questions straight away as she draws on 25 years of experience working within Financial Services. Jackie McKitterick - I moved from Belfast 25 years ago and started my career in Financial Services with Eagle Star.
Since then I have worked for various Financial Institutions before joining Ken in 2007. Having relocated to Shoreham in 2013, and I now live here too, we are lucky to work in such a lovely location. The team here have worked together for 8 years and we like to pride ourselves on providing a professional and efficient service to our many clients.
Since then I have worked for various Financial Institutions before joining Ken in 2007. Having relocated to Shoreham in 2013, and I now live here too, we are lucky to work in such a lovely location. The team here have worked together for 8 years and we like to pride ourselves on providing a professional and efficient service to our many clients.
Services
We may not be able to predict what will happen in the days ahead but you can make financial plans that will protect you and your loved ones from the worst things that can happen as well as putting money aside. When the time comes for you to stop working you may not want to simply 'sit under your tree' but rather start to enjoy the next stage of your life's journey.
When the time comes for you to stop working you may not want to simply 'sit under your tree' but rather start to enjoy the next stage of your life's journey. The world of retirement changed this year with the introduction of 'pension freedom' and I can help you make sure that freedom works for you, whether that's by using funds to secure guaranteed income or preserving the flexibility to take money as and when you would like it.
Our Useful Information resource is here to provide you with the latest financial market news, documentation, and links to information on investments, protection and retirement funding. The materials contained in these pages are here for you to browse at your leisure and are by no means comprehensive.
There are two types of fees when transacting financial advice, an Initial Adviser fee and an Annual Adviser fee. The FCA requires that these are clearly explained before I start any advice. The Initial Adviser Fee covers the cost of my time in researching and implementing any piece of advice. You can cancel the annual adviser fee arrangements at any time in the future but if you do so it will reduce the level of service that I provide you with.
Please do not hesitate to contact me or one of the team at any time on 01273 647847 where we can help with any queries you might have in relation to any of your financial planning issues. If I am out of the office when you call, the team can easily reach me and I can call you back.
Or, if it's not urgent and you would prefer, you can contact us by using the quick enquiry form at the bottom of the page and I will phone you back at a convenient time to suit you.Please mention in your message, what times are most convenient.
Or, if it's not urgent and you would prefer, you can contact us by using the quick enquiry form at the bottom of the page and I will phone you back at a convenient time to suit you.Please mention in your message, what times are most convenient.
Reviews
Be the first to review Ken Ozanne.
Write a Review
