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Ron Mbakwe

09:00 - 17:00 Monday to Friday

Covering Hertfordshire and surrounding areas. 

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Meet Ron Mbakwe

Hi, I'm Ron, 

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society. I also hold a degree in Actuarial Science from the University of Kent.

I have been working in the financial services industry since 2013, initially as a Personal Banker before moving on to a Paraplanner role and now currently as a Financial Planner.

Football is a big passion of mine and I am a proud London-born Manchester United fan.

I am married to Tola and also have two young kids who keep me on my toes. Socially, I'm at church every Sunday, football every Saturday and the cinema most Wednesday's ('Date Night').

Services and Support that I offer

  • Protecting you and your family
  • Helping you have the Retirement that you want
  • Saving and Investing for the future
  • Estate Planning to help protect against Inheritance Tax
  • Saving for your children or grandchildren
  • Business Protection for owners, directors and key personnel

 

My Commitment to you

I will work with you and help set your plans for the now and support your goals for the future. I will provide advice tailored for you and in a way that is clear to understand and without pressure.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.