DipPFS
Kevin has been a financial planner since 1996 with much of his time spent employed with a firm of accountants. This stability and experience has allowed him to develop and integrate financial planning with tax planning, thereby ensuring best financial planning outcomes for clients.
For every client, Kevin seeks to develop a long-term relationship based on trust and transparency and has looked after many of his existing clients for 15-20 years.
The added value of cashflow planning is also a key element of the advice service Kevin provides – this greatly assists in understanding sustainability of pension funds and income in retirement.
"Away from work, quality family time with my spouse and son and family holidays are important to me. Running is also a key part of my life and I have completed many marathons."
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