Welcome to KIN Lifetime Planning
We are a growing, close-knit team with a big heart, offering an all embracing service with family values as its guiding principle. Aiming to always be inclusive, we welcome all enquiries and endeavour to extend kinship beyond family alone, with our personalised lifetime planning approach. We would really love to hear from you!
What we do
Here at KIN, we provide a range of services to help you navigate life’s challenges. Whether you need security in the face of adversity, (unforeseen circumstances) assurance that your wealth grows in the way it should, mortgage advice, or guidance on how to manage your hard-earned contributions for later life, we are here to lend a helping hand (whatever your need). Together, we can build your future financial pathway to bring you peace of mind.
Promotions
Chartered Financial Planner
Leckie Presley has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
Testimonials
SJP Approved 12/03/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
