Kevin joined St. James's Place after working for over 20 years within financial services, primarily in the banking sector. Through the years he has gained extensive experience supporting individuals, as well as business and commercial clients, with a wide range of financial matters, predominantly within major high street banks. Kevin prides himself on building strong, long-lasting, trusting relationships with clients, while maintaining a high-level of customer service through effective communication.
Kevin enjoys being able to support his clients, working with them to understand their financial objectives and aspirations. Building a bespoke plan, and then regularly reviewing it, helps to provide the clarity and confidence that a client's financial future is in good hands. Kevin is able to support his clients in a wide range of advice areas, including retirement planning, investment planning, financial security and protection against risk, and strategic planning for businesses and business owners.
Outside of work, Kevin enjoys spending time with his family, watching sport with friends, and keeping fit by playing football, running, and swimming. He also likes to catch up over some food or drink and enjoys a sociable round of golf.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.