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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 of experience both as a Financial Advisor and Regional Manager.


Employment History
Employment Highlights
More About Me

Employment History

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 his career, Kevin has been a well-respected manager with leading institutions such as Allied Dunbar and Zurich Financial Services; at one point, Kevin was responsible for over 220 advisors and six branches.

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

Now, Kevin specialises mainly in financial planning, pension transfers and investments, SIPPs and QROPS and currently has over 3,000 clients of his own with £18 million under management.

Despite his senior background, Kevin continues to value direct contact with clients as the most rewarding aspect of his job.

My Favourite Quote

The ‘impossible’ is often untried.
- Unknown
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