Born into a family with a deep sporting heritage, my journey began as a professional footballer. However, at the age of 18, my promising career was abruptly halted by a major knee injury and finished at 21. Undeterred, I transitioned into the financial services industry, leveraging my passion for strategic planning and wealth management.

With over 25 years of experience in the field, including roles at two prominent FTSE financial services companies in the UK, I have honed my expertise in serving diverse clientele, ranging from business professionals to medical practitioners and fellow sports enthusiasts.

As a Chartered Planner, I uphold the highest standards of professionalism, regarded as the gold standard in our industry. Qualified as a Pension Transfer Specialist, I am dedicated to helping clients navigate complex financial landscapes with integrity, personal service, and utmost respect. At our firm, we prioritise three core values: Integrity, Personal Service, and Respect.

We believe in delivering a tailored approach to each client’s unique needs, offering independent and unbiased advice that always prioritises their best interests. When you choose us, you’re choosing a trusted partner committed to your financial well-being and success.

Freddie comes from a sporting background and has many years’ experiences of looking after clients in the hospitality industry alongside his sports career. He is a professional golfer and been on the Clutch Pro Tour for 7 years and starting his journey to a new career in Financial Services. When not at work he spends most of his time outdoors and improving his game and he is currently a professional and member at Sutton Coldfield Golf Club.

Freddie is very family-oriented person and says it’s the most important thing and feels our values match his own. He joins KS Wealth to liaise with clients, help build long lasting relationships and will help onboarding clients and help get their finances in order and is an important part of the team. He has started taking his level 4 certificate in Financial Planning. His aim is to help more client secure their financial future and is looking forward to learning the industry. Helping with administration, research and enjoying that he will be meeting new clients and introducing them to our services and looking forward to a new challenge.

Hannah joined us in 2024, with a background in finance and accounts. She first qualified as a mortgage advisor in 2019 before moving into a compliance-based role. Since this time she has been using her expertise and skills to develop and train others in compliance and report writing.

She joins KS Wealth as a Paraplanner supporting our advisors in research, analytics and writing financial reports.

Hannah has level 3 certificate in mortgages and on her way to level 4 diploma in financial planning and is determined to get this under her belt.

She enjoys spending time with her family and friends and during the winter break you will find her hitting the slopes.