0177 293 7317
Based in Preston
View locationChecks carried out by VouchedFor
FCA Status: Pending
Checks for Kevin and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Kevin and/or the firm they work for (or are appointed representatives of) are currently pending
Recent Client Reviews
Kevin has not received any client reviews in the past 12 months
Kevin has not received any reviews in the last 12 months
Kevin has not received any client reviews in the past 12 months
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: 29 January 2021
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.
2
Qualifications Uploaded
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kevin has provided information on their typical fees
Kevin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 8 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 8 first impressions)
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Kevin and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Kevin and/or the firm they work for (or are appointed representatives of) are currently pending
Recent Client Reviews
Kevin has not received any client reviews in the past 12 months
Kevin has not received any reviews in the last 12 months
Kevin has not received any client reviews in the past 12 months
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: 29 January 2021
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.
2
Qualifications Uploaded
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kevin has provided information on their typical fees
Kevin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 8 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 8 first impressions)
I am a Financial Planner based in Epsom, Surrey. I have been working in financial services for over 25 years. My approach to financial planning is to get to the root of what my client’s aspirations are. This is so we can start to plan out how they can be achieved, both in the short term and long term. My experience in financial services, the knowledge I have developed, combined with the use of tools (cash flow forecasting) means that I can create bespoke financial plans for my clients to help them meet their aspirations. A bit about me: I am married with two children. I am a keen footballer at the weekends and in my spare time, I pass on my football expertise and coach my youngest child’s football team. As well as this, I am also the chairman of my local scout group.
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
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.