0330 038 8938
Based in Stamford
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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 December 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
8
Recent Client Reviews
Kevin has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kevin has received 8 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: 25 November 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.
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 not yet added their fees to their profile
Fees not yet added
Kevin has not yet added their fees to their profile
With over 30 years of experience in financial planning, I work with clients to provide clear, structured advice across pensions, investments, protection, and estate planning. Over time life and financial goals change, which is why I place great importance on regular reviews, ensuring that your plans stay aligned with what matters most to you. Whether you are preparing for retirement, growing your wealth, or looking to pass it on efficiently, I will help you navigate the financial complexities and make confident decisions at every stage. My priority is to simplify any financial complexity so you feel in control, supported, and on track. If it has been some time since you reviewed your financial plans, or you are unsure whether they are still working for you, now is a great time to take a fresh look.
