Kevin is the Founder of the Company. He was one of the first financial advisers in the UK to become a Chartered Financial Planner. He is a Fellow Member of both the Personal Finance Society and the Association of Accounting Technicians. He is also the holder of the Society of Trust and Estate Practitioners (STEP) Certificate in Financial Services and the Advanced Certificate in Advising Vulnerable Clients. His accountancy background combined with his financial services experience and qualifications means that he spends most of his time dealing with the needs of our more sophisticated clients and our network of professional connections. Kevin is also an experienced presenter to both clients and fellow professionals on a variety of topics.
Away from the office, Kevin enjoys spending time with his family, watching rugby league, cycling, travelling and skiing. In addition, he fulfils the role of trustee for a local charity.