Ken Ozanne

Ken Ozanne Ltd is a chartered financial planner based in Sussex, England. Established with the aim of providing individuals and families with tailored financial planning and wealth management solutions, we have evolved into a trusted partner for clients across the region.

Our People and Expertise

At Ken Ozanne Ltd, we are a team of experienced and qualified professionals, led by Principal and Chartered Financial Planner, Ken Ozanne. We hold the prestigious Chartered status, demonstrating our adherence to rigorous qualification criteria and ethical principles. As a client-centric firm, we prioritize open communication, transparency, and a deep understanding of your individual needs.

Our Services

We offer a comprehensive range of financial planning and wealth management services, including:

• Financial Planning: Development of a personalized roadmap to achieve your financial goals, encompassing investments, taxation, estate planning, and retirement planning.
• Investment Management: Comprehensive portfolio management tailored to your risk tolerance, goals, and financial situation.
• Tax Planning: Strategies to minimize your tax liabilities and maximize your wealth preservation.
• Retirement Planning: Guidance on saving, investing, and planning for your post-career life.
• Estate Planning: Creating a robust estate plan to protect your assets and ensure their proper distribution after your passing.

Our Partnering Approach

We recognize the importance of working in collaboration with our clients. We take the time to understand your unique circumstances, goals, and aspirations to develop a personalized plan that aligns with your vision. We believe in open communication and transparency throughout the process, ensuring you are fully informed and engaged every step of the way.

Our Commitment to Excellence

At Ken Ozanne Ltd, we are committed to providing exceptional client service, tailored solutions, and ongoing support. We prioritize building strong relationships with our clients and offering guidance that empowers them to make informed financial decisions. With our expertise and personalized approach, you can rest assured that your financial future is in capable hands.