Kevin is a Financial Planning Partner advising personal and corporate clients mainly in the South of England.
Kevin is a Certificate level Member of the Personal Finance Society and an Associate of the Chartered Institute for Securities and Investment, a Fellow of the Property Consultants Society and a Member of the Institute of Directors.
Kevin began his career in financial services in 1984, having previously qualified as a Civil Engineer. With a background in engineering, cost control and management, Kevin has a keen eye for detail, which he meticulously applies to tax saving strategies, the financial planning process and financial engineering solutions for his individual clients. By imparting his business management skills and knowledge to Business Owners and Directors, he helps his clients grow their businesses, and manage their resources and assets to the maximum advantage, without losing it all to the taxman.
Kevin is experienced in advising business owners, entrepreneurs and professionals, and has responsibility for managing the practice’s corporate client relationships.
In addition to sitting as a non-Executive Director on a number of Boards, Kevin also serves on the investment panels for a number of charities, and is an active member of the Institute of Financial Planning. Kevin is a member of a local baptist church and a school governor, and among his other interests he lists DIY, hill walking and motor cycling. Kevin lives in Wiltshire with his wife, Miriam, and enjoys time with his three adult children and three grandchildren.