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Kevin Curtis
Kevin Curtis
Vice President International Pensions

Hi, I'm Kevin Curtis

Vice-President | Financial Planning, Pension Transfers and Investments SIPPs and QROPs

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.

 

Employment History
Employment Hightlights
Qualifications

Employment History

Joining the Financial Services industry in 1982, having over 35 years’ experience in the industry, both as a Financial Adviser 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.

In 2002 Kevin started his own business, a National Mortgage Brokers, and built it to over £4.3 million annual turnover. Kevin specializes 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.

My Favourite Quote

“The ‘impossible’ is often untried.”
- Unknown

More about Me

Married

Married and have four grown up daughters.

Hobbies

Kevin is a keen tennis and golf player.

Extra Curricular

Kevin is a musician and has been member of a band for 10 years.

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