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VK Financial Planning Limited

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About Us

Our Company

Bio

Vincent Kwan - Director and Financial Adviser

Vince is an experienced Financial Adviser with 18 years in the financial industry and a Diploma in Financial Planning. After six successful years as a financial adviser with Prudential Financial Planning, Vince was delighted to establish VK Financial Planning Limited, as part of The Advice Partnership from Prudential.

In his spare time, Vince likes spending time with his family, travelling and watching sport.

Ricky Li - Associate Financial Adviser

Ricky joined VK Financial Planning Limited in 2023 and also holds a Diploma in Financial Planning. He takes great pleasure in helping his clients make the most of their financial resources to achieve their life goals and objectives. He loves helping families enjoy their lives with confidence and security and especially making the seemingly complicated world of finance make sense to everyone.

In his spare time, Ricky enjoys football and travelling with his friends and family.

Terry Stephen - Senior Administrator

Terry has vast knowledge and experience of administration duties with over 5 years’ experience. His attention to detail and organisation skills is what sets him apart and allows the advisors in VK Financial Planning Limited to maximise their time spent with client and run efficiently on a day-to-day basis.

In his spare time, Terry likes spending time with his family, going to the gym and boxing.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

April 2021

In the years that I have dealt with Vincent, I can honestly say that he is fully attentive to your concerns and always undertakes a thorough review of your financial needs and aspirations. He is a consummate professional, whom I have no hesitation in recommending as a Financial Adviser.

April 2021

A friend recommended Vincent’s services and I am pleased that he did. In the short time that I have known Vincent, I have been very impressed with his expertise, in the way that he has dealt with my pensions and investments. He has always been available for any advice that I have needed with money matters. So pleased that his services were recommended to me.

April 2021

Mr Vincent Kwan has provided an excellent service to me and my family for the past several years. He is honest and professional. He listens to what you have to say and then does his best to cater to your needs. I wish him every success in his future endeavours.

April 2021

Very professional approach and guidance to any queries, have been provided throughout our time with Prudential. Vincent Kwan is a very pleasant individual to deal with and trustworthy Financial Adviser.

April 2021

I have found Vincent Kwan to be very knowledgeable and explains in a patient and considerate way everything I needed to know in my best interests. He is very approachable when I need to talk to him and I am very happy with the service he gives me.

Our Advice Service

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Vincent Kwan
Ricky Li
Terry Stephen

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VK Financial Planning Limited 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.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.