Kane Platt

Independent Financial Adviser

kane.platt@warringtonwealth.co.uk 07525 425203

Statement of professional standing FCA register Qualifications

AF2 (Business Financial Planning)

This examination assesses the candidate to develop in-depth financial planning skills related to business.

AF4 (Investment Planning)

This examination assesses the candidate to develop in-depth financial planning skills related to investments and the management of investment portfolios.

CF1 (UK Financial Services, Regulation and Ethics)

The objective of this unit is to develop an understanding of the financial services industry, including regulation and legislation.

CF3 (Financial Protection)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 (Retirement Planning)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF5 (Integrated Financial Planning)

Assesses the candidates’ ability to apply their knowledge and understanding of the financial services industry and its regulation.

CF8 (Certificate in Financial Planning and Long-Term Care Insurance)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

FP1 (Financial Services and their Regulation)

Assessing an understanding of the financial services industry, including regulation and legislation.

R01 (Financial Services, Regulation and Ethics)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 (Investment Principles)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 (Personal Taxation)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 (Pensions and Retirement Planning)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R06 (Financial Planning Practice)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Professionally

Kane has more than 20 years of experience in the financial services profession, 11 of which have been spent as an independent financial adviser. He is committed to helping clients achieve their goals and continues to work with them on an ongoing basis.

While qualified and experienced in all areas of financial planning, Kane specialises in working with businesses and their owners, as well as people who are within ten years of retirement.

Personally

Outside of work, Kane has a real passion for sports. As a season ticket holder for Tottenham Hotspur, you’ll usually find him cheering on the team at matches. Locally, he enjoys watching the Rugby League team Warrington Wolves.

When he’s not a spectator, Kane plays golf and maintains a level of fitness on his Peloton bike, as well as the occasional mountain bike ride. He also coaches one of his son’s Saturday football teams – unbelievably, it’s easily the most stressful thing he does!