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Kishen Kumar
Partner

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My profile

I help to educate my clients in the world of finance and provide the building blocks to create wealth that continues across generations.

Everyone has goals they want to achieve in life, but not everyone knows how to accomplish them. That’s where I can help. I work closely with all my clients to help make sure they have a plan in place to reach all their financial goals.

I can help clients with a range of financial planning projects, including:

How I work

Getting to know my clients is the most important first step. I work with them to understand what their goals are, what money means to them, and to get a deeper understanding of their short, medium and long term aspirations.

By identifying their goals, formulating a plan for success, and implementing that plan, I can make sure their financial objectives are met.

The value I add to my clients

I understand that everyone is different and so are their finances. By working closely with my clients, I can understand what is important to them now and in the future, to enable them to not only grow their wealth but protect it for future generations.

Qualifications

I gained my Investment Advice Diploma from the Chartered Institute for Securities and Investment in 2015 and became Chartered MCSI in 2019.

My team

I am fortunate to have the Foster Denovo administrative team supporting me on daily basis. These include excellent paraplanners and a compliance team, as well as full admin support. This allows me to focus on ensuring my clients have a first rate experience.

About me

I started my career as a Stockbroker in UK Equity before expanding my horizons to offer my clients holistic financial planning in 2019.

My passion is to create a generation of individuals who understand how to create wealth, allowing them to achieve their goals and obtain financial freedom and then passing this knowledge on down the line to their children and so forth.

Outside of work I like to travel, explore new countries and learn about new cultures. I enjoy food, eating different cuisines and learning to cook using new methods.

The Financial Conduct Authority does not regulate taxation and trust advice.

The value of your investment can go down as well as up and you may not get back the full amount invested.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.

Pension income could also be affected by interest rates at the time benefits are taken. The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority.