Ken Allen

Areas of expertise

Investment management.

Experience

Ken joined Cunningham Coates in 1979 and became a registered representative of the Stock Exchange in 1987. He was appointed associate director of the firm in 2005 and became a partner in 2013. He has managed investment portfolios for private clients, trusts and charities on both a discretionary and non-discretionary basis for the past 30 years.

Ken places a great deal of importance in understanding client requirements and working closely with them in order to gain insight of their financial goals and aspirations.He also has widespread knowledge of smaller companies and manages bespoke AIM portfolios for clients wishing to obtain business property tax relief for inheritance purposes.

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).