Financial Planning for Deputies: Structuring Long-Term Wealth and Legacy

Speakers

Kris Sleeuwenhoek
Founder & Director
KS Wealth
UK
Webinar date: June 30, 2026 12:00 pm
Webinar length: 43 minutes
Type:  Recorded
CPD: 1

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Financial decisions are often complex, but the real challenge is creating a clear, long-term plan that delivers the right outcomes for individuals and families.

In this webinar, Kris Sleeuwenhoek, Founder & Director of KS Wealth, explores how structured financial planning helps build clarity, confidence, and long-term financial security. Drawing on over 30 years’ experience, Kris shares practical insight into how advisers support clients in making better decisions, managing risk, and aligning their finances with personal goals.

The session examines how effective planning moves beyond short-term decisions, focusing instead on building, protecting, and passing on wealth in a way that reflects individual circumstances and future needs.

Key themes include:

  • The role of financial planning in reducing uncertainty and complexity
  • Risks associated with reactive or unstructured decision-making
  • Managing wealth across short, medium, and long-term needs
  • The impact of behaviour and emotions on financial decisions
  • Intergenerational planning and long-term legacy considerations
  • The importance of ongoing review and flexible strategies

This webinar highlights how structured, independent financial advice can simplify complexity, support confident decision-making, and help individuals and professionals achieve better long-term outcomes.

Host

Dave Lockwood
Senior Public Sector Client Relationship Manager
Finders International
Dave is a former Deputy Decision Maker appointed by the Court of Protection in England and Wales. Dave’s experience comes from working in four diverse local authorities across London and the South East, dealing with varied services, ongoing legislation changes and increased workloads with decreasing resources; managing expectations from both the public and internal colleagues. Not only does Dave have experience of acting as a Deputy under the Court of Protection, he is also well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act. Dave is also one of the founding members and former chair of APAD (The Association of Public Authority Deputies).

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