The KFS team is essential to the service it provides. Our team members are hard working, enthusiastic, and possess the drive and capacity to ensure the utmost quality is given to each and every client. Our experienced team will make you feel warm and welcome when visiting Kilkee, but more importantly, will make you feel confident in your finances when you are not.
Geoffrey Purcell DipFA MLIBF - Independent Financial Adviser
Geoffrey is the owner and principal financial planner of KFS. Moving from Dublin to Aberdeen to work in the Oil & Gas industry, he left to follow a career in financial services. After fifteen years with Canada Life, in 2002 he started his own company as an independent financial adviser with the experience to offer clients a far greater range of services.
In the latter half of 2006, KFS started to make the transition to become a fully fee based financial planning consultancy and by early 2007 it was one of the first in Aberdeen to completely undergo this evolution. Geoffrey believes in three core foundations that define KFS when meeting with clients: giving confidence to the client; caring for the client; and showing constructive progress to the client; all values that are beneficial to KFS and the individual.
The company is named after two strong values important to Geoffrey, family and happiness, both of which he closely associates with Kilkee, a castle back home in Ireland. When not spending time with his wife and family his many hobbies include cycling, hill walking and sailing. His passion and ethos for KFS is inspired by the ever changing financial world, his clients, and the people around him to whom he owes his continuing success.
Evelyn Shaw - Business Manager
Evelyn qualified as a Financial Advisor in 1989 and was initially employed as a Financial Planning Manager. Moving into the Banking Industry in 1999 she worked in a sales capacity as an Advisor before promotion to Bank Manager. Increasingly though, she felt the emphasis was on sales targets rather than the clients’ needs, so when the opportunity arose to join KFS Evelyn did not hesitate. With her extensive experience and knowledge of the Financial Services Industry, Evelyn has been a major asset since joining KFS in 2007. Her thorough grounding in banking, accounting and mortgage advising plus her patience, coaching and development of the team play a decisive edge in her ability to ensure the smooth running of the business.
Fiona Macdonald - Administration
After studying legal services Fiona worked at Cheltenham & Gloucester as a Mortgage Adviser before joining the KFS team. Fiona has great experience in time efficiency management. Her main focus is diary coordination, preparation for review appointments and updating and maintaining client information. In addition to working with clients Fiona acts as a liaison between product providers and KFS, receiving current and up to date information to enhance the KFS quality of service.
Senka Dervisevic Ferjancic - Paraplanner
Senka’s career in Financial Services began in 1998, initially focusing on the delivery of efficient financial services administration in the banking sector before moving into the Independent Financial Advisory sector. Whilst building on her skills as a team leader, this led to her managing the Financial Services Administration of a well-known national advisory business.
Formal qualifications from Aberdeen College, the Open University, and the Chartered Insurance Institute, covering various subjects including Mathematics, Computing, Business Administration, and the CII Certificate in Mortgage Advice have served her well in her career in financial services.
With her fastidious approach to customer service, client portfolio administration, and report preparation, Senka adds an additional dimension to the team at Kilkee Financial Services helping us to continue delivering a first-class service to all our clients.