Financial Planning and Wealth Management

Thinking about growing your personal wealth, planning for a comfortable retirement, or making your savings work harder? As your local independent financial advisor, I am here to guide you every single step of the way. I will answer all your questions, simplify complex investment choices, and find you the perfect strategies to build a highly secure and prosperous future.

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Retirement Planning

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Investments

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Your Trusted Wealth Advisor

Hi! I am Kierten Kooner, a qualified and experienced Independent Financial Advisor specialising in helping clients achieve their financial freedom and investment goals across Leicestershire and Northamptonshire.

My absolute passion is guiding individuals and families such as yourself through the wealth planning process, ensuring you secure the best possible returns tailored entirely to your specific circumstances.

I take a highly personalised approach, taking the time to fully understand your unique needs, comfort with risk, and long term financial goals before recommending the most suitable investment portfolios or retirement plans.

As a whole of market advisor, I am perfectly positioned to secure financial products with any investment provider in the UK. This gives you complete access to top investment houses and specialist funds to guarantee you get the best growth opportunities available.

My commitment is to consistently exceed your expectations by providing exceptional service, crystal clear communication, and the absolute best possible financial outcomes for your future.

Comprehensive Financial Advice

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Retirement Planning

Planning for your retirement is a crucial step for securing a comfortable future. I will help you navigate your pension options, explain various ways to maximise your savings, and build a solid financial plan that perfectly fits your dream lifestyle after work.
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Investments

Growing your personal wealth should be an exciting and rewarding journey. I will help you make sense of the markets, explain different investment strategies, and build a highly secure portfolio designed to achieve your long term financial goals with complete confidence.

My Happy Customers!..

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Aimee lou profile picture
Aimee lou
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We would highly recommend Kierten. As first-time buyers, we had a lot of questions and weren’t really sure what to expect, but he made the whole mortgage process really straightforward. He was always available when we needed him and explained everything clearly without all the confusing jargon, so we knew exactly what was happening at each stage! He made what could have been quite a stressful process much easier, and we’re really grateful for all his help. Would definitely recommend Kierten to anyone looking for a mortgage advisor!
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Isobel Jary
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Great service. Very responsive and explains things in laymans terms.
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Jonny profile picture
Jonny
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Made the whole process easier, always available and helpful and helped me achieve a positive outcome.
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Rebecca Cullen profile picture
Rebecca Cullen
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As first time buyers, we didn’t know what to expect when buying a property but Kierten has been amazing throughout the whole process. He helped us when we had a rocky start, and answered any question we had so we could understand everything thoroughly. He also gave us updates regularly which made the process easier for us and we weren’t stuck waiting for information for too long. He was quick, efficient, and I would recommend Kierten to everyone I know. Thank you Kierten for everything!
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Bet Jnsn profile picture
Bet Jnsn
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I received excellent help and advice from Kierten on getting my first mortgage. He walked me through the process and has made what I dreaded feel almost effortless! I can’t recommend him highly enough!
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Jodi Woolers profile picture
Jodi Woolers
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right from the start Kierten has been informative, kept open regular contact and has literally opened doors for me that I thought were not even available to me. I have passed his details onto friends and family, who he has provided the same excellent service and experience to. Highly recommend
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sultan najafi profile picture
sultan najafi
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Kierten is a very professional advisor but with a personal touch that makes his clients comfortable
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Andrew profile picture
Andrew
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100% recommend Kierten. He's made what I thought a daunting process a breeze with honestly very little effort from me. A couple of forms to sign, documents to scan and send that's it really. Completely worth the fee and you get him for life, whether it's one mortgage or 10! Kept up to date throughout either through emails or mostly WhatsApp. A really nice friendly guy who you kind of need when you don't know a thing about applying for a mortgage. And his mum's lovely aswell. Lol Cheers Kierten. ⭐⭐⭐⭐⭐
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Viola DJ profile picture
Viola DJ
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As a first-time buyer, I couldn’t have asked for better support than from Kierten. His knowledge and support made what initially felt overwhelming into a smooth and stress-free experience. He always took the time to explain everything and answered all my questions. Kierten is friendly and professional, and He cared about finding the best deal for me. I’m so grateful for his help and would highly recommend him to anyone looking for a great advisor.

Working with a Wealth Advisor

Frequently asked questions

A standard bank can only ever offer you their own specific products. As an independent advisor, I look at the entire UK market to find the absolute best wealth and investment options for your exact personal goals.
I offer comprehensive financial advice covering all types of investment portfolios, retirement planning, pension consolidation, and long term capital growth strategies.
It is always helpful to have a basic understanding of your regular income, your monthly savings capacity, and any existing pension statements. However, if you do not have everything prepared, just bring yourself and we will figure it all out together.
You do not need a massive fortune to begin building your wealth. We can create a strategy that fits your current budget perfectly, whether that means making regular monthly contributions or investing a larger lump sum.
It is never too early to start growing your wealth. The sooner you begin investing your money, the more time it has to grow and secure a highly comfortable and stress free future.

Building a long term wealth strategy is an ongoing and highly rewarding partnership. We will set up your initial investments efficiently and then review them regularly to ensure they always match your changing lifestyle.

Contact Me Today for a FREE Consultation

Ready to grow your personal wealth and secure your financial future? As your local independent financial advisor, I am here to guide you every step of the way. Get a completely free, no obligation consultation to discuss your investment options with expert advice tailored entirely to your unique needs.

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