Kenny Beattie – Chartered Wealth Manager

Contact Details

Kenny Beattie

Chartered Wealth Manager

Kenny has been in the financial services industry since 1990 and has worked in Advisory roles with 3 major UK Banks prior to joining Campbell Thomson. His previous advisory roles encompassed many different aspects of both Personal and Corporate Financial Planning and he has a wide level of knowledge and experience in both areas. Kenny enjoys working with clients to create tax efficient plans for their future and takes great pleasure in seeing these plans evolve and come to fruition over future years.

Outside of work, Kenny enjoys spending time keeping fit and active enjoying a variety of sports, outdoor activities and socialising with family and friends.

Diploma in Financial Planning

Financial Planning Certificate

Certificate in Long Term Care

Certificate in Mortgage Advice

Certificate in Life & Pensions

Chartered Insurance Institute Financial Planning Certificate (Papers I, II & III)

CF6 – Mortgage Advice
CF8 – Long Term Care
AF5 - Financial Planning Process
J01 - Personal Tax
PCIAM – Private Client Investment and Advice Management

Pensions Management Institute - Trustee Certificate
RO1 – Regulation and Ethics
R02 - Investment Principles and Risk
R05 - Financial Protection
R06 - Personal Taxation