What does our Chartered status mean?

Why is it important to deal with Chartered Financial Planners

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Our Awards

Find out more about the awards we've won.

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Meet the Team

Read more about our people.

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Welcome to Clinton Kennard Associates

We focus on building lasting relationships with our clients, where we can provide them with personalised advice, guide them on making better financial choices and help them achieve their financial goals. We add value to our clients by gaining a really good understanding of their current situation and their ambitions for the future and then work with clients on a plan to get them closer to their goals. This means building a trusting long term relationship with our clients where we work with them, as there personal and financial circumstances change and make sure that their financial planning changes with them, ensuring we deliver the best advice year after year.

Chartered Financial Planners

Clinton Kennard Associates is a multi-award winning firm of Chartered Financial Planners specialising in offering advice on Final Salary and Money Purchase Pensions to people approaching or at retirement.

We are proud to have been awarded the prestigious title “Chartered Financial Planners” by the Chartered Insurance Institute (CII). This title is only awarded to financial planning firms committed to developing and maintaining the knowledge and capability of their advisers, so they can deliver the highest quality advice. Chartered financial planning firms must also follow a demanding code of ethical practice. This means we must work in a principled manner that places client’s interests at the heartof the advice we give. The Chartered title assures you of our commitment to the highest standard of customer excellence and professionalism.

Following my divorce after 30 years of marriage, I needed to ensure that my pension arrangements were best optimised.

Kevin went to great trouble (visiting me at home) to understand my situation and identify what my priorities were. The advice given clarified what I could do to optimise my pension arrangements and also has helped me to clearly understand how I could ensure that my family could benefit too.

Overall I was very satisfied with the advice I was given and the way in which everything was explained and communicated. I would have no hesitation in recommending Clinton Kennard.

Richard Naish

How To Find Us

Main Office

7 The Old Pottery
Manor Way
Verwood
BH31 6HF
Telephone. 01202 821 232
Email. infoclintonkennard.co.uk