For most people, engaging an Independent Financial Adviser, particularly for pensions and investments, is likely to be the start of a long term relationship and as such it is important for bothparties to get it right from the outset. Accordingly, to make sure the fit is appropriate, we always have an initial meeting, at our expense, so that we can find out about you and your needs and you, in turn, can find out about us.
Kevin has over a decade of corporate risk management experience, as both a practitioner and a consultant. Kevin holds an MBA from McGill University, and is an Associate Member of the Association ofCorporate Treasurers (ACT), holding certificates in International Treasury Management, Financial Mathematics and Modelling, and Risk Management.
Our goal is to provide you with a friendly and bespoke financial planning and wealth management service. This might be in creating an Investment Portfolio and helping them manage their pensions, ISA'sand Unit Trust investments, or helping them build a substantial Buy to Let property portfolio. We also provide bespoke financial planning reports to ensure you are on track for you goals such as School and University Fee planning.
Looking for a Financial Adviser? You've come to the right place! Life is busy and demands on executives are high; between business and trying to keep a family life, time is becoming scarcer than ever.As a result, there is a demand for financial advice, which takes the complication out of growing your financial assets. We believe that executives need help and encouragement in order to balance all the factors in their busy lives.
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