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Ken Ozanne ACIB, ACBSI, APFS
Chartered Financial Planner
I have spent all of my working life helping people with their financial arrangements, starting at Lloyds Bank where I had a range of roles in branch. I moved to Woolwich Building Society and had a brief spell as a Mortgage Adviser, before moving to Standard Life where I worked for nine years.
Since 1999, I have worked as an adviser, setting up my own firm in 2007. Together with my admin team, I always put clients’ needs before anything else, trying to provide them with the best service possible. As part of my own retirement planning, I formally joined Antrams in 2022.
The importance of money flows from it being a link between the present and the future.
– John Maynard Keynes
I have always striven to improve myself, gaining three professional associateships and qualifications and becoming one of the first cohorts of advisers to gain Chartered status when the accreditation was introduced.
Always trying to treat people in the way I would hope to be treated if the roles were reversed, I remain committed to helping clients with their financial requirements.
Tim Higgins, MD of College Hill Press
Sage-like advice
I have known Ken Ozanne for well over a decade. During this time, he has helped sort out my parents’ complicated financial arrangements, looked after my company’s pension scheme and also given advice to my staff.
Ken has also given sage-like advice to me, helping my own family through what have been some very difficult times. I have found Ken to be easy to deal with, taking the time to explain things in a simple straightforward manner that is easy to understand, but, most importantly, I always get the feeling that as a client ‘we come first’. Ken’s personal attention to detail is immense.
I would strongly recommend anyone in need of financial advice to look no further than Ken, knowing that they will be seeing someone that they can trust.
