Kevin Gerrard – Rugby

Wealth Planner

Kevin has more than 30 years’ experience in financial services both as an Adviser and senior management roles. He started his career with Legal & General and since 1995 has advised clients as an Independent Financial Adviser.  In 2004 Kevin established DeMontfort with 3 colleagues, the practice grew year on year until the decision was made in 2016 to be acquired by Succession Group Ltd in 2016.

During his career, Kevin has held various roles at Director level in both Sales management and Compliance. Kevin holds the Diploma in Financial planning from the Personal Finance Society which demonstrates an understanding across a broad range of key advisory areas, he is also qualified as a ‘Pensions Specialist’ holding an advanced qualification in this area.

Kevin is married with two children and one grandchild. He lives in Northamptonshire, is a keen football fan (watching these days) and a big fan of Manchester United, he also enjoys travelling and eating out.

07387 261 269

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