0203 551 0160
Based in Aldwych
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2021
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 May 2025
Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
39
Recent Client Reviews
Kevin has received 39 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kevin has received 39 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
14
Qualifications Uploaded
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 qualification certificates available to view
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kevin has not yet added their fees to their profile
Fees not yet added
Kevin has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Kevin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 May 2025
Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
39
Recent Client Reviews
Kevin has received 39 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kevin has received 39 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
14
Qualifications Uploaded
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 qualification certificates available to view
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kevin has not yet added their fees to their profile
Fees not yet added
Kevin has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Kevin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 10 first impressions)
Kevin works with top talent from the business, music, and sports industries, helping them develop robust financial plans for their future while they focus on their demanding careers. He believes that the most important step is to take the time to get to know each client, understanding their past experiences, assets, liabilities, and most importantly, their goals. By doing so, Kevin can build on what they already have in place, creating an efficient and effective medium-to-long-term plan. Kevin has been recognized as a Top Rated Vouchedfor Adviser for the past three years. Married with five teenage children, he understands the challenges of balancing professional and personal life and knows that progress is difficult without a solid plan. Alternative Investments invest in assets that are high risk and can be difficult to sell. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
Offers available through VouchedFor
Contact Kevin through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kevin's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
David James Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. David James Wealth Music & David James Sport are trading styles of David James Wealth Limited which is an Appointed Representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated in the United Kingdom by the Financial Conduct Authority. David James Wealth Ltd is registered in England and Wales, No:11557919. Registered Address: First Floor, Northumberland House, 303-306 High Holborn, London, WC1V 7JZ