John Kerr - Managing Director

John KerrJohn Kerr established JKFS in February 1992 and has over 25 years’ experience in the financial services sector.

In John's earlier working life he spent 5 years in the Metropolitan Police whilst progressing his rugby career. Over the years John has played rugby at a professional level playing for Edinburgh, Caley Reds, Scotland 7's and Scotland A.  

John is responsible for managing the overall structure of the JKFS group of companies.  He brings a wealth of experience to both private and corporate clients.  In addition he continues to oversee the on-going development and direction of the JKFS group.

John supervises the company’s investment process; he manages the due diligence and research of all investments that JKFS use.  John also has a strong relationship with different Discretionary Fund Managers and he is constantly negotiating and reviewing the strength of each to meet the requirements of JKFS’s clients.

John has the following qualifications:

  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Financial Services
  • Certificate in Equity Release
  • Certificate in Mortgage advice
  • Certificate in Financial Administration (Life)
  • Certificate in Financial Administration (Pensions)
  • Certificate in Life & Pensions

 


 Mark Walker - Director

Mark joined JKFS in May 2009 as a Senior Advisor specialising in pensions and investments and became a Director towards the end of 2014.

Mark moved to Australia in 1997 to start his working life dealing with business funding.  In 2001 Mark then moved to Luxembourg as an International business adviser handling offshore investments.  He was promoted in 2003 and moved to London to head up the Scottish and Scandinavian division.

After obtaining his financial and stockbroking qualifications, Mark moved to Towry Law and in 2009 made the move to JKFS to deal with high net worth individuals.

Mark’s role is to establish a client’s objectives for the present and the future, by discussing lifestyle and aspirations and helping to create a 'plan' to help them achieve these objectives.

Mark has a wide range of investment expertise and our clients benefit from this experience and his technical knowledge.

Mark is a member of the Chartered Institute for Securities and Investment and also the Chartered Insurance Institute.

Mark has the following qualifications:

  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Certificate in Financial Services
  • Certificate in Mortgage Advice
  • Certificate in Financial Administration (Life)
  • Certificate in Financial Administration (Pension)
  • Certificate in Life & Pensions
  • Investments Securities
  • AF3 – Advanced Pensions

    


Samantha Hay - Senior Paraplanner

SamSam originally joined JKFS as a Trainee Paraplanner in July 2013.  Since then, she has developed her knowledge and experience and has progressed to a Senior Paraplanner. Sam provides Paraplanner support to both John and Mark, which includes meeting preparation, research, analysis and report writing. Sam is also responsible for supervising all support staff and developing junior employees.  

Sam has worked within the Financial Services Industry for over 15 years and began her career in Mortgage Administration at a Building Society in Leeds.

In 2008 Sam moved to the Independent sector and worked as an Administrator for a Financial Adviser firm in Wakefield.  She later moved to Edinburgh and worked for an Independent Financial Advisers for almost 5 years, providing support for Corporate and Personal Clients, before moving to JKFS.

 Sam has the following qualifications:

  • Diploma in Financial Planning
  • Certificate in Discretionary Investment Management
  • Certificate in Advanced Mortgage Advice
  • Certificate in Regulated Financial Services Operations
  • Certificate in Mortgage Advice
  • Award in Financial Administration (Life)
  • Award in Financial Administration (Pensions)
  • AF4 - Advanced Investment Planning

  


Robbie Hewitt - Financial Adviser

Robbie Hewitt

Robbie joined JKFS in July 2017 coming from a regulated advice background with a high-street bank. Latterly he worked as a Mortgage Adviser before joining JKFS and has over 4 years experience providing regulated advice.

Robbie achieved the level 4 Diploma in Regulated Financial Planning in November 2017 and is an FCA registered Financial Adviser.

Robbie’s role is to meet with clients, existing and new, to identify their current and future objectives and help achieve these through a robust financial plan.

Robbie has completed AF4 Advanced Investment Planning and AF7 Pension Transfer exam. He is currently working his way through the other Level 6 units to achieve Chartered Financial Planner status.

Robbie has the following qualifications:

  • Diploma in Regulated Financial Planning
  • Certificate in Mortgage Advice and Practice
  • Certificate in Pension Transfer Advice

  


Alisha Sneddon - Paraplanner

Alisha joined JKFS in June 2021 as a Paraplanner/Trainee Financial Adviser.  Alisha's main role is to work alongside Mark to help new and existing clients make sense of their money. Alisha provides assistance with research, analysis and report writing.

Alisha has worked within the finanical services industry for over 8 years, starting her carrer as a call consultant dealing with pensions and investment products. She progressed into a Workflow/management role within the Retirement Accounts department, and then eventually transitioned into an Administration/Paraplanner role in 2019 within a small financial planning company, where she completed her Level 4 Diploma in Regulaed Financial Planning.

Alisha will be transitioning into a Financial Adviser role within the next 12-18 months.

Alisha has the following qualifications:

  • Diploma in Regulated Financial Planning

 


Emma Jayne Duffy - Administrator

Emma

Emma joined JKFS in October 2017 as an administrator, coming from a financial background within the banking industry. Emma has worked within the financial services sector for over 7 years for a High Street Bank. She progressed through the bank beginning her career in Clerical in 2010, moving onto Process and Business Change, then into a Technical Specialist Role. Emma then went on to become a Financial Business Analyst in 2016.

Emma is responsible for the day to day administration of JKFS, providing assistance and support to each adviser.



 

Suzanne Murray - Administrator

Suzanne has worked within the financial services sector for over 15 years and joined JKFS in November 2018 as an administrator. Her people management and customer relationship skills and experience will be a benefit to JKFS. 

Suzanne is responsible for the preparation of client reviews, along with the day to day administration of JKFS.

 


 

Susan Bell - Administrator

Sue

 Susan has recently joined JKFS as an administrator. She is responsible for the the day to day administration of JKFS, providing assistance and support to each adviser.