I’m Ken Ozanne, a Sussex-based Independent Financial Adviser and qualified Chartered Financial Planner.
Only the UK’s premier financial advisers receive ‘Chartered’ status as to do so you have to meet rigorous qualification criteria and subscribe to the membership conditions of the Chartered Insurance Institute and their Code of Ethics.
What does this mean for you?
It means I’ve reached one of the highest levels I can within my field and, most importantly, for you it offers peace of mind that your financial and wealth management planning is in a safe pair of hands. I can provide market information and personal advice on a range of financial matters, with an extensive bank of knowledge to back up any suggestions I might give you. I will also ensure all communications are transparent, fair and ethical.
Although I work independently, I’m an Appointed Representative of Brighton-based Antrams Financial Services LLP which gives me access to a broader team, including other financial advisers and compliance experts, should the need arise. This gives you the best of both worlds – a single point of contact with unrivalled experience, supported by a larger network of specialists.
And of course, for me and my team, providing outstanding customer service is a given.
What I Do
I appreciate that everyone I meet has different levels of understanding when it comes to financial matters. I’ll help you through the maze of financial jargon and products in a friendly and relaxed way, endeavouring to make your money work harder for you, whilst at the same time ensuring you’re protecting your family and yourself from future financial hardship.
There are no ‘hard-sells’ – I simply listen to your needs and aspirations – now and for your future -and advise on the best way to achieve that financial well-being we all strive for. Then it’s up to you to decide if you want to put the theory of my advice into practise. We can meet at my offices in Shoreham, or I am equally happy to come to your home or a meeting place of your choice – whatever suits you best. We shall chat through some basic fact-finding questions, so that I can understand what you are looking for both short and long-term.
I offer a bespoke service which is tailor-made to your requirements. It’s a partnership relationship which means I want you to ask me questions, discuss jargon queries and quiz me on my decision-making process. If you’re not comfortable with any element of your financial planning, then neither will I be. When you do go ahead with any of my recommendations, I’ll regularly update you on the performance of your arrangements and provide you with investment and pension summaries.