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.
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.”
More about Me
Married and have four grown up daughters.
Kevin is a keen tennis and golf player.
Kevin is a musician and has been member of a band for 10 years.