The team at Kingdom Investments has many years’ experience providing practical financial planning advice to people, families and businesses. Predominately based in Fife and Central Scotland, we support clients across the UK.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.

 

This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Kingdom Investments, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Team

Steve Hunter DipFA

Job Title: Managing Director

Steve has been with Kingdom Investments since 1993, and in Financial Services for over 30 years. As well as his role as a Financial Adviser, Steve is the Managing Director of Kingdom Investments, and is involved with his clients on a day to day basis.

Steve is based in our Dunfermline Office, but has clients all over the UK. Steve can advise on the following areas of financial planning relating to Pensions, Investments, Protection & Estate Planning.

Steve has been married to Roslyn for over 36 years and has two grown up daughters and is a very poor but keen golfer.

Danny Hunter DipPFS Certs CII (MP & ER)

Job Title: Director

Danny joined Kingdom Investments in November 2006 and has been in Financial Services since 2001. As well as his role as a Financial Adviser, Danny is a Director of Kingdom Investments, and is involved with his clients on a day to day basis.

Danny is based in our Dunfermline office and can advise you on the following areas of financial planning relating to Pensions, Investments, Protection, Mortgages, Equity Release & Estate Planning.

Danny enjoys playing golf and walking his dog.

George  Gibson DipFA CEMAP

Job Title: Director

George joined Kingdom Investments in December 2003 and has been in Financial Services for many years. As well as his role as a Financial Adviser, George is a Director and the Compliance Officer of Kingdom Investments, and is still involved with his clients on a day to day basis.

George is based in Dunfermline and can advise you on the following areas of financial planning relating to Pensions, Investments, Protection, Mortgages & Estate Planning.

Outside of the office, George enjoys playing golf and spending time with his family.

Jenni Macauley

Job Title:  DipFA MAQ ER1

Jenni joined Kingdom Investments in August 1999.

Jenni is based in our office in Dunfermline and splits her time between working with her own clients, and supporting Managing Director Steve Hunter.  Jenni can advise you on the following areas of financial planning relating to Pensions, Investments, Protection, Mortgages, Equity Release, Wills & Estate Planning.

Jenni has 2 children and enjoys doing CrossFit.

Jana Hunter

Job Title: DipFA CeMAP

Jana joined Kingdom Investments in April 2014, having worked in Financial Services since 2011.

Jana is based in our Dunfermline office and splits her time between working with her own clients, and supporting Director Danny Hunter. Jana can support you with enquiries relating to Pensions, Investments, Protection, Mortgage, Wills & Estate Planning.

Outside of work, Jana enjoys spending time with friends and has a passion for animal welfare.

David Cooper 

Job Title: DipFA CeMAP

David joined Kingdom Investments in April 2016.

David is based in our office in Dunfermline and splits his time between working with his own clients, and supporting Managing Director Steve Hunter. David can support you with enquires relating to Pensions, Investments, Protection, Mortgages & Estate Planning.

David has a keen interest in Rugby and is currently the President of the Dunfermline Sports Club.

Calum Seaton

Job Title: DipFA CeMAP

Calum joined Kingdom Investments in August 2018, and has worked in Financial Services since 2012.

Calum is based in our office in Dunfermline and splits his time between working with his own clients, and supporting Managing Director Steve Hunter. Calum can support you with enquiries relating to Pensions, Investments, Protection, Mortgages & Estate Planning.

Outside of work, Calum can normally be found on the Golf Course.

Phil Lauder

Job Title: DipPFS Certs CII (MP & ER)

Phil joined Kingdom Investments in January 2012. Phil has worked in Financial Services since 1985, and became a Financial Adviser in 1995.

Phil is based in Larbert and can support you with enquiries relating to Pension, Investment, Protection, Mortgages & Estate Planning.

Phil enjoys cycling, is an active member of Larbert & Falkirk 41 Club and enjoys following Falkirk Football Club.

Michael O’Hagan 

Job Title: DipFA

Michael joined Kingdom in 2015. He has worked in Financial Services since January 1985 and became a Financial Adviser in 1996.

He is based in Cambuslang, Glasgow covering a considerable geographical area. Michael can advise you on the following areas of financial planning relating to Pensions, Investments, Protection & Estate Planning.

Away from work, his hobbies include bowling and football.

John Meagher

Job Title: BSc DipSc DipPFS CertPFS

John is a Financial Adviser, with over 25 years’ experience in the Financial Services sector. This allows John to bring to the advice table his experience and knowledge of how life and pensions providers operate and of the products they offer, which greatly benefits clients since knowledge facilitates good advice.

John is based in Glasgow and offers advice on all aspects of Pensions; Protection; Investments & Savings; Inheritance Tax & Estate Planning

Henryk Krykant

Job Title: DipPFS MAQ

Henryk has been advising clients in financial services for over 30 years. He has built strong relationships with his clients, many of whom have been with him from the start of his career.

Henryk is based in Falkirk and can support you with enquiries relating to Pension, Investment, Protection, Mortgages & Estate Planning.

When not advising clients, Henryk likes to spend time with his family, is a keen cyclist and a member of his local cycling club.

Toni Graham

Job Title: CeMAP

 

Toni joined Kingdom Investments in January 2020 and has worked in Financial Services since 2013. Toni recently passed her mortgage exams and is working towards her Financial Advice qualifications.

Toni is based part – time in our office in Dunfermline and splits her time between administration for the office and supporting Director Danny Hunter. Toni can support you with enquiries relating to Protection and Mortgages.

Outside of work, Toni spends time with her toddler and enjoys cooking and baking.

Charles Robb

Job Title: CeMAP

Chic joined Kingdom Investments in 1995. He worked as a Financial Adviser until 2012. He is now a mortgage & protection specialist arranging all types of mortgages and personal protection.

Outside of work, Chic enjoys following Cowdenbeath Football Club.

Duncan Campbell

Job Title: CeMAP

Duncan joined Kingdom Investments in 1999. He is a mortgage & protection specialist arranging all types of mortgages and personal protection.

George McPherson

George McPherson joined Kingdom Investments in October 2000. He worked as a Financial Adviser until 2012. He is now a protection specialist arranging all types of personal protection. He is also qualified to arrange client wills and assist in arranging power of attorneys for clients.

Lindsay McGill

Lindsay is one of our long-standing employees who joined Kingdom Investments straight from school in June 2009 as part of the front office team. She is now our Main Office Paraplanner.

Lindsay is based in our office in Dunfermline and provides invaluable support to all of our advisers.

Outside of work, Lindsay enjoys spending time with her toddler.

Roslyn Hunter

Roslyn started working for Kingdom in April 2000 and is the Office Manager. The main aspect of her work is general day to day running of the office and the finance of the office.

Roslyn is based in the head office in Dunfermline and has seen many changes over the years.

When not in the office Roslyn enjoys walking her dog and gardening.

Yvonne Seaton

Yvonne joined Kingdom Investments as part of the front office team in September 2017. Yvonne has a background in banking and completed an HNC in Accounting in June 2017.

Yvonne is based in our Dunfermline office and provides support to all the advisers and the accountant.

Yvonne is a passionate gardener and loves walking.

Want to know more?

To find out more or to arrange a meeting with us, please call
01383 620314, or email info@kims-ltd.co.uk