t. 07780 333627 e. email@example.com
"The Stevie Kidd Pathway Partners are a huge part of our clients overall personal and professional development. It is crucial for us that we are forming long-term relationships based on trust and knowledge. This is why Kenneth Morrison Managing Director of Advanced Financial Strategies is one of our trusted partners, supporting our clients around their wealth management strategy." - Stevie Kidd
Do you have a dynamic communication strategy to evaluate your personal and professional finance strategies?
This means having the right people at the genius table!
Do you have a dynamic communication strategy in place with your wealth management team, accountancy department and finance management team, where at all different intervals you evaluate where you were, where you are and where you are heading?
The aim is to protect and grow your security and sustainability of the business and your family.
If the answer is no, then we can help, reach out today to begin your journey.
Kenneth Morrison has been managing the personal finances of successful individuals and their families for over 3 decades.
He joined the Financial Services profession in June 1981 and, over the next 4 years, established himself as a top performing member at the Paisley district office of Prudential Assurance. In July 1985 he elected to join Australian Mutual as a Sales Consultant, quickly gaining promotion one year later to the sales management team of the Glasgow office. It was in August 1988 he formed his own Financial Services business, trading as Kenneth Morrison Life and Pensions. Subsequent to accepting an invitation from St. James's Place Wealth Management in December 2009, he became a 'Senior Partner Practice', and remains so to the present day.
In terms of professional qualifications, Kenneth attained diploma status some years ago and plans to be fully chartered in the near future. He is a keen observer of the political and economic world both at home and overseas, reading widely on a range of subjects. Kenneth sees this as an integral part of his client responsibilities linked to clients achieving their wider aims. His approach is very client-focused and he always stays in touch with his clients' hopes and aspirations for themselves and their families.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner' 'Partner Practice' is a marketing term used to describe St. James's Place representatives.
Away from work, Kenneth has completed 6 Ironman challenges. His ultimate goal is to swim the English Channel and he was scheduled to attempt the crossing between 6-12 Sep 2019. Alas, nature had other ideas, and the 14 hour weather window needed did not open during the tide period. That said, all was not lost as on 26 July 2019 he swam from St Catherine’s Bay in Jersey across to France in 8 hours 54 minutes, which to date is his longest swim (15.5 miles). His plan is to return to the English Channel at a future date to be decided. He has also been a category 1 golfer for most of his adult life. With generous support of friends, family and clients, Kenneth has raised significant sums of money for many worthy causes.
Later this year Kenneth will make the swim across the English Channel from ‘Shakespeare Beach’ in England to ‘The Cap’ on the French coastline (21 miles).
Kenneth's message to anyone reading this is "yes you absolutely can, your journey starts today!"
Trust and integrity are grounded in Kenneth's activities; his approach, and that of his dedicated team, is focussed and discreet which is why he has such trusted and enduring client and family relationships. He always works around clients’ schedules in an unobtrusive, positive and professional manner.
"I was introduced to Kenny early 2019 at a time when I needed some financial advice on what the best options were for me. I was at a cross-roads in my career and had been with the same company for almost 30 years.
Kenny not only unravelled my various pensions he also was a fantastic sounding board for me to set my future goals and align my finances accordingly.
Being emotionally intelligent, genuinely wanting to help as well as his professional capability resulted in me putting my trust in Advanced Financial Strategies to do the best they can for me."
Kenny will go above and beyond to help his clients and continues to do so. One of the best decisions I have made is to join his client list."
Jackie Fullerton FCCA
Experienced Finance Professional
"For the past 10 years Advanced Financial Strategies have taken care of my pension fund. Their services have been exceptional culminating in a growth of almost 100%. In effect doubling the investment.
I have no hesitation in recommending Advanced Financial Strategies Ltd."
Director at EMA Ltd Glasgow
"I have been fortunate enough to receive solid financial advice from Kenneth for over 30 years and he has always made my financial planning simple and effortless.
In that time I have consistently received outstanding personal service. Kenneth has always taken the time to explain options suitable to my life circumstances and his high level of expertise in all aspects of financial planning have proven to be both insightful and profitable allowing me to comfortably retire at an early age.
I can’t thank or praise him highly enough and would strongly recommend Kenneth to anyone."
Client of Advanced Financial Strategies
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