AKFP Group is not your traditional financial planning firm. We are Financial Life Planners, as the whole point of financial planning for us is to enable you to get the most out of life! Have a coffee with us and see how we can help you live the life you want!
AKFP Group - Chartered Financial Life Planners to Business Leaders
Financial Services
Antrim Road, Lisburn 153 followers
One Life, Live It
About us
We only have one life. AKFP Group want to help you live it. Our approach to financial planning is a little bit different and helps you do just that. Whether you’re a business owner, someone heading towards retiring, or a trustee we understand the type of issues you may be facing and have the experience to help you deal with them. This then gives you the freedom to get on with enjoying life. We’re delighted our approach has been recognised by external bodies, having been awarded the British Quality Standard, BS 8577 and that Roger and Michael have been awarded the international quality standard, ISO 22222, for personal financial planning. In addition in June 2022, we were proud to announce we’re a certified #BCorp, joining a global community of businesses measuring our social and environmental impact.
- Website
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http://www.akfp.net/
External link for AKFP Group - Chartered Financial Life Planners to Business Leaders
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Antrim Road, Lisburn
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Financial Life Planning
Locations
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Primary
Get directions
The Sidings
Antrim Road, Lisburn BT28 3AJ, GB
Employees at AKFP Group - Chartered Financial Life Planners to Business Leaders
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Roger Kennedy Chartered Financial Life Planner Chair/NED
Making A Difference To People's Lives - Chartered Financial Planner and Active Registered Life Planner® to Business Leaders, and Certified Scaling…
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Elizabeth Kennedy
Solicitor - Certified Value Builder™ - Business Coach - Mini MBA from William J Clinton Institute - OCN NI Level 2 & 4 Social & Digital Marketing
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Nicola Russell
Marketing Manager at AKFP Group
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Rachel Chowdhury
Client Services at AKFP Group
Updates
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Do you know how these key Budget announcements may affect your financial plan? 1. The main rates of Capital Gains Tax have increased 2. Your pension may form part of your estate for Inheritance Tax purposes Click the link below to learn more.
2 key Budget announcements that may affect your financial plan - AKFP
https://akfp.net
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Traditionally, families have passed on wealth through an inheritance. Yet, choosing a “living legacy”, where you pass on assets during your lifetime, could benefit both you and your loved ones. Click the link below to read this useful guide and discover the key benefits of choosing a living legacy, as well as the potential downsides.
Guide: The surprising benefits of choosing a “living legacy” for your loved ones - AKFP
https://akfp.net
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If you’ve ever struggled to find motivation, you’ll know how draining it can feel to push through and finish your work. Getting out of a rut can be difficult, but is far from impossible. Finding a way to boost your creativity and approach your work with fresh eyes can help you leap back into your projects with renewed energy. Click the link below to discover how you can escape a creative rut.
Why a change of location could help you get out of a “creative rut” - AKFP
https://akfp.net
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Do you know these 4 valuable ways lifetime cashflow forecasting could give you financial confidence? 1. It could help you understand when you’ll be financially independent 2. It may give you the confidence to spend more 3. It might ease worries you have about unexpected events 4. It could help you understand how you could support the next generation Click the link below to find out more.
4 valuable ways lifetime cashflow forecasting could give you financial confidence - AKFP
https://akfp.net
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Do you know how your financial plan could support more than just your long-term financial security? Creating a legacy could help you to support your loved ones as well as yourself. Click the link below to learn more.
Why your financial plan could benefit more than you by creating a legacy - AKFP
https://akfp.net
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The world’s first “behavioural bank” launched in South Africa 4 years ago, and it offers some interesting insights into how to encourage positive financial behaviours. Click the link below to discover 3.
3 interesting insights from the world’s first behavioural bank - AKFP
https://akfp.net
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The Autumn Budget included some key changes that might affect your financial plan. Chancellor Rachel Reeves announced measures that would raise annual tax revenues by £40 billion by 2030. While some of these taxes will be paid by businesses, others could affect your personal finances. Click the link below to learn how it could impact you.
2 key Budget announcements that may affect your financial plan - AKFP
https://akfp.net
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Are you approaching retirement? If you haven’t already done so, now is the time to start thinking about your income in retirement, and how long it may have to last. Download our guide, linked below, to discover all of the available options.
Guide: Your retirement choices: How to generate an income in later life - AKFP
https://akfp.net