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Ginette Kennedy APFS - DGS Chartered Financial Planners

Ginette Kennedy APFS

About me

I am a Chartered Financial Planner and I work with individuals and corporate clients, particularly owner managers.

I have a special interest in looking at solutions for: wealth preservation, inheritance tax planning, inter-generational trusts and tax advantaged investments. I also work closely with clients looking to build capital towards their retirement.

My history

I started my career in industry working for a number of global brands holding various senior positions. Most recently I was the UK General Manager for a Swiss manufacturing company.

Having taken responsibility for corporate finance during my career, I had also developed a passion for personal finance and investments. Having harboured the desire to work in financial services for a number of years I felt that in 2007 the time was right for me to embark upon a change of career.

I accepted a training post with an adviser firm in the City and qualified as an IFA in December 2007. In 2012 I gained Chartered Financial Planner status. During this time I have continued to develop both my knowledge and my passion for good financial advice.

My qualifications

Advanced:

  • AF1 – Personal tax and trust planning
  • AF3 – Pension planning
  • AF4 – Investment planning
  • AF5 – Financial planning process
  • R08  – Pensions Update
  • J02 – Trusts
  • J04 – Pension funding options
  • J05 – Pension income options
  • J06 – Investment principles, markets and environment
  • R03 – Personal taxation
  • CF1 – UK financial services, regulation and ethics
  • CF2 – Investment and risk
  • CF3 – Financial protection
  • CF4 – Retirement planning
  • CF5 – Integrated financial planning
  • FA1 – Life office administration