Kim Warburton
Pursuit Financial Planning Ltd
0330 038 8940
Based in Dalton-in-Furness
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FCA Regulated
Last checked: 16 February 2025
Kim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Verified reviews: 100%
Kim has received 20 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 16 September 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Qualifications Uploaded
1 qualification certificate available to view
Kim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kim has provided information on their typical fees
Kim has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Last checked: 16 February 2025
Kim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Verified reviews: 100%
Kim has received 20 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 16 September 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
1 qualification certificate available to view
Kim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kim has provided information on their typical fees
Kim has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have worked in Financial Services for over 20 years and I have spent a number of years specialising in pension and protection advice for limited company directors, small business owners and farmers. My expertise are in both personal and business financial planning, including protection, investments, pensions and inheritance tax and trust planning. I enjoy getting to know my clients to help me understand what is important to them and so I can help them achieve their financial goals as tax efficiently as possible. Be that on the journey to retirement, or through retirement. I'm a strong advocate for making, sometimes complex financial advice, clear and simple to understand for my clients. Outside of work, you'll usually find me spending time with my family, walking or reading.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Pursuit Financial Planning is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.