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Michael Kirkwood

Independent Financial Planner at Continuum (Financial Sevices) LLP
Intro Book
Michael Kirkwood is a seasoned financial professional with 1 year 6 months of experience as an Independent Financial Planner in Northern Ireland, complemented by 17 years of experience in various senior financial planning roles.
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Location
Belfast, Northern Ireland, United Kingdom, GB
Skills
  • Investments
  • Pensions
  • Finance
  • Insurance
  • New Business Development
  • Show all
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Bio

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Michael Kirkwood is a seasoned financial expert with a proven track record in investments, pensions, and financial planning. As an Independent Financial Planner at Continuum (Financial Services) LLP, he has successfully advised clients on retirement and employee benefits, leveraging his expertise in cash flow modelling to enhance the advice process. With over 17 years of experience in the industry, Michael has built a strong reputation for delivering strategic financial planning solutions. Throughout his career, Michael has held senior positions at top financial institutions, including Senior Financial Planner at S RANKIN & CO (Life & Pensions) LTD, Lanyon Astor Buller, and Aon Hewitt. He has also worked as a Freelance Senior Financial Planner and Financial Advisor at Endsleigh Insurance. Michael's education includes a BSc (Hons) from Queen's University Belfast and a BSC (Hons) from Friends School. Certified by Standards International, Michael holds the prestigious BS ISO 22222 certification, a testament to his commitment to excellence in financial planning. With expertise in investments, pensions, and financial planning, Michael is well-equipped to provide tailored solutions to individuals and organizations seeking strategic financial guidance.

Credentials

  • Standards International Certification. BS ISO 22222
    -

Experience

  • Continuum (Financial Sevices) LLP
    • N Ireland
    • Independent Financial Planner
      • Jan 2023 - Present
      • N Ireland

  • S RANKIN & CO (LIFE & PENSIONS) LTD
    • Senior Financial Planner
      • Jul 2020 - Jan 2023

  • Freelance, self-employed
    • UK
    • Senior Financial Planner
      • Jul 2020 - Jan 2023
      • UK

  • AKFP Group
    • Lisburn
    • Senior Financial Planner
      • Oct 2015 - Jul 2020
      • Lisburn

      Specialises in Group Employee Benefits, Individual investment and Retirement products.Provides individuals with cash flow modelling which enhances the overall advice process and understanding. Individually BS ISO 22222 certified by Standards International.

  • Lanyon Astor Buller
    • UK
    • Senior Financial Planner
      • Feb 2014 - Oct 2015
      • UK

      Advise corporates regarding the arranging of group employee benefits such as group pensions and group protection products. To help individuals plan for the future and/or retirement with the use of cash flow modelling which assists with overall planning and gives a clearer insight into an individual's circumstances.

  • Aon Hewitt
    • Aon Hewitt
    • Director
      • Nov 1996 - Dec 2013
      • Aon Hewitt

      Advises clients regarding individual finances. Provided overviews to senior executives of large global companies and also to smaller enterprises

  • National Mutual
    • United Kingdom
    • Senior Consultant
      • 1991 - 1996
      • United Kingdom

      Specialising in retirement products including SSAS and SIPP

  • Endsleigh Insurance
    • London, United Kingdom
    • Financial Advisor
      • 1989 - 1991
      • London, United Kingdom

Education

  • 1982 - 1987
    Queen's University Belfast
    bsc hons
  • Friends School
    BSC (Hons)

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