About us and the team
If you're expecting a firm of advisers who promise they'll meet you once a year but then aren't seen for dust, use lots of technical jargon and don't know what customer service is, don't read on. We're probably not for you.
However, If you want advisers who give a meaningful service and passionately believe that their role is to help their clients keep their finances in better shape, run better and more profitable businesses, and are fun to be involved with – please read on!
For those who don’t know us…
Launched in January 2000, we are a firm of impartial Financial Advisers, choosing to serve individuals and business owners who are serious about their money. Most people face many of the same issues: not enough time, can’t work with their boss, can’t get the right people to do the work needed at their firm, turnover isn’t increasing, profits are too low, pay too much tax, cash flow problems, stress and more stress.
The trouble is, if the same things are done year after year, the results are highly likely to be the same. Unless something changes, problems won’t go away, they’ll get worse. And the enormous potential that is in every person and business will not be fulfilled, meaning you won’t get the freedom and enjoyment you crave, not to mention the financial rewards that you deserve.
In a nutshell, we aim to take care of all your financial planning needs, planning for and providing what we term 'Your path to financial freedom'.
Follow the links around our website to see how we can help you change to move you from where you are now, to where you really want to be.
Here at Financial Resolutions, we work as a team to ensure all your needs are catered for.
As well the relationship you will have with your Financial Adviser, you will also have experienced individuals working behind the scenes to help you to achieve your goals and targets. Our well resourced Support Team take care of all the administration as well as research and reporting.
Let us introduce you to the team;
Kevin Wilks DipPFS – Financial Planning Specialist and Director
Kevin is a joint director of the Company and one of the firm’s Financial Advisers. Kevin started out in the industry with Midland Bank (now HSBC) in 1985, continuing his employed finance career through First National Bank, Credit Agricole, Black Horse Agencies and Royal & SunAlliance, before taking the plunge to set up his own business Financial Resolutions in the year 2000. Kevin has progressed up the Financial Services ladder from a predominantly mortgage advice starting basis, culminating to the present day where he advises both businesses and individuals on a multitude of financial planning needs. Kevin has recently taken and passed a number of industry examinations to gain him the Diploma in Financial Services - a kitemark required by all in the industry to maintain their investment and pension licence since the beginning of 2013.
Once known as ‘The Crab’ in his football playing days (think only of the reference to one Ray Wilkins), Kevin is a passionate football fan, supporting the famous Manchester United by virtue of his birthplace being in Surrey. Kevin is happily married to long suffering football widow Anita (see below) and has 2 children.
Anita Wilks – Practice Manager and Director
Anita is also joint director of the Company and Practice Manager, and started the Company up with Kevin in 2000. Anita started her career working in the City of London for a number of London finance houses between 1989 and 2000 working within the Foreign Exchange and Securities industries. Anita is instrumental in the smooth running of our administration dept, as well as being hands on with clients business applications and the preparation of client investment reviews and reporting. In terms of sporting allegiances, Anita supports......shopping! One of her main challenges is to minimise the football banter and discussion between the 2 male members of staff.
David Merry (CeMap) – Mortgage & Financial Planning Specialist
David joined the firm in 2006 as a trainee financial adviser, following the completion of his University degree. David passed his mortgage & general insurance exams in 2008 and has gained a vast amount of experience and knowledge in this field to date. David currently specialises in mortgage and personal insurance advice services for our clients.
Long suffering Spurs fan David has a season ticket at White Hart Lane, and goes to bed regularly dreaming about his team winning the Premier League.
Kerry Mollison – Office Manager
Kerry joined the firm in 2013 after a career break, and moved seamlessly back into a key administration role with our firm. Kerry had previously built up a 10 year financial services career across various sales support, compliance and paraplanning roles, working for the likes of Scottish Equitable and Lincoln Financial group along the way. Kerry is married with 2 young daughters, and enjoys mountain biking and walking her dogs!
Without wading through the whole site – what, briefly, can we do for you?
You may agree that sometimes dealing with your finances is a nightmare, something you put off for as long as possible because there's always something better to do. However, we want you to clearly understand what we can do for you to bring your finances to life, so have put up some key headings in the middle of our homepage to make it crystal clear what we’re about and how we work. If you’ve spent longer than 2 minutes navigating round these areas, we’ll class that as a successful start!
By this stage, if you haven’t lost the will to live, press one of the links below to investigate our offering in further detail.