We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Since 1997, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our qualified professionals would be glad to help.
Our team is comprised of people with different kinds of finance experience, but we all have this in common-a commitment to ethics and integrity. We’re all fully licensed and qualified. And you can count on unbiased recommendations and impartial advice.
Ken began his investment career in April 1994, as a planner with Canada Life . He left Canada Life in 1997 and formed his own IFA practice known as CKS Associates, a trading style of Legacy / CKS . Ken is integral to the building of CKS's many risk profiled model portfolios.
Along with Andrew and his wife Ann they form the partnership Legacy / CKS.
Andrew joined CKS in 2008 and quickly passed his mortgage exams to being advising on Life, GI and Mortgage products and assist Ken with the day to day running of his client bank. He became fully qualified in 2017 and now advises in Protection, General Insurance, Mortgage, Investment & Pensions.
Simon joined CKS in 1997 after 11 years with Britannic Insurance. Simon has been a key Adviser with CKS Associates ever since and specialises in developing and implementing risk profiled model portfolios for his investment and pension clients.
Richard joined CKS in 1999 after 3 years with other companies. Richard provides advice to retail clients who are looking for investment and pension advice, although he is qualified to advise in all areas offered by CKS.
Jordan is our latest addition to the team and joined as a trainee in 2019. Jordan has completed his DipFA qualification through the Quilter Financial Adviser School in October 2020. He is competent advising in the areas of Life, GI & Mortgage products, and will be working towards competent status advising in Investment and Pensions.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
25 Barleymow Close, Princes Park, Chatham, ME5 8JZ, United Kingdom
Monday - Friday: 9am - 3pm
By Appointment Only
Outside of office hours please contact your adviser directly.