ABOUT US

ABOUT US & NEWS

Meet the team at Kingfisher Wealth Management

Roger Hatherell

Roger is a Senior Financial Consultant. He meets the FCA QCF4 Qualification Level introduced in 2013 and advises a wide portfolio of private clients. He has been practising as an independent financial adviser for over 30 years and presents to a variety of regional, corporate and national organisations at retirement planning seminars. His areas of expertise are Investment and Pension Planning, Taxation, Retirement Options and Inheritance Tax Planning.

Karen Jefferies

Karen is a Financial Consultant at Kingfisher Wealth Management Ltd. She has worked in the financial services industry for nearly 30 years and has the FCA QCF4 Qualification level.

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Kingfisher Wealth Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Kingfisher Wealth Management Ltd is entered on the FS Register (www.fca.org.uk/register) under reference 918861.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial service businesses aren’t able to resolve themselves. To contact the Financial Ombudsmen Service, please visit www.financial-ombudsmen.org.uk
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