Kevin Curtis (IP)
Background: Kevin joined the Financial Services industry in 1982, giving him over 33 years’ experience in the industry both as a Financial Advisor and Regional Manager. As a well respected manager with leading institutions, which included Allied Dunbar and Zurich Financial Services, he was responsible for over 220 advisors and six branches. Kevin is a graduate of Coventry University and Foothill College in Mountain View, California. He has a Level 4 SQA Diploma in Financial Services and an International License in Financial Services.
Career Highlights: In 2002 Kevin started his own business, a National Mortgage Brokers, and built it to over £4.3 million annual turnover. Kevin specialises mainly in financial planning, pension transfers and investments, SIPP’s and QROPS and currently has over 3,000 clients of his own with £18 million under management. Besides working in senior positions, Kevin has always enjoyed the work as a financial advisor and the direct contact with the clients.
They say: “As a client of Kevin’s I have always found him to be honest, reliable and available whenever I have needed him for any guidance and advice over the years. I would have no hesitation in referring him to anybody that requires his expertise.” Keith Norris – Managing Director EBC
Best piece of advice: “The ‘impossible’ is often untried.” It is sometimes necessary to apply a fresh approach to problems in order to achieve the client’s desired result.
Outside work: Kevin is a keen tennis and golf player and a musician – he has been member of a band for 10 years. He is married and has four grown up daughters.