0330 038 8941
Based in Coventry
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FCA status: Certified by Firm
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Last checked: 27 April 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
12
Recent Client Reviews
Kevin has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kevin has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Kevin has not yet added their qualifications to their profile
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Kevin has not yet added their qualifications to their profile
Transparent Fees
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Kevin has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Last checked: 27 April 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
12
Recent Client Reviews
Kevin has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kevin has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Kevin has not yet added their qualifications to their profile
Qualifications not yet added
Kevin has not yet added their qualifications to their profile
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
With over 20 years in the financial services industry, I have assisted a diverse range and number of clients, from those starting out requiring their first mortgage, protection, savings and retirement plans to those heading into life beyond work. Recent and ongoing changes to pension and tax regulations and continued volatility creating uncertainty and worry in an increasingly uncertain world, mean its now more important than ever to carefully plan your finances. Do so with an ever-present in person guidance, focus & oversight, just a phone call away, planning for your best times, navigating those challenging times & preparing for the simply unknown. Whether a simple pension review, a diverse and expansive range of investments or a specific requirement such as a pension sharing order, or protecting the family in event of serious illness or worse, my aim is to ensure you have a full understanding of all of your options, in simple terms, now and into the future. Clients with somewhat complex financial circumstances requiring a more understanding, tailored and individual approach are my speciality, helping to make the overly complicated make simple sense!
Offers available through VouchedFor
Contact Kevin through VouchedFor and your initial 1 hour 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
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