Kevin's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 47 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 6 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 13 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 3 )
£100k - £200k ( 10 )
Up to £50k ( 9 )
£50k - 100k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kevin
Put us at ease very quickly at initial meeting and took the time to make sure we understood how he could help us moving forward and in plain language that was easily enough understood. Very professional.
Kevin:
Thanks for the lovely review!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kevin
From the onset, Kevin was very professional and knowledgeable. He explained everything in detail and made me feel very comfortable. This allowed me to make an informed decision to trust Kevin to look after my finances.
Kevin:
Thanks for the lovely review!First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Kevin
Kevin gave me detailed information regarding what to expect and how to prepare for our initial meeting. He was able to offer us an out of hours time for our meeting. We found Kevin to be very friendly, helpful and informative during the initial meeting.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Kevin
My first visit with Kevin was excellent. The introductory session was relaxed and professional. He made us feel very welcome and clearly explained what would be involved in changing our investment over to him
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Kevin
My first conversation with Kevin was really helpful and informative. I was looking for assistance in understanding my pension options in the future and Kevin has already helped expand my knowledge and understanding. I look forward to more detailed discussions and his support on financial planning.