Kevin Curtis

Vice President - International Pensions

About

Kevin joined the Financial Services industry in 1982, giving him over 33 years of experience both as a Financial Advisor and Regional Manager.

He 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.

Skills and expertise

    • Level 4 SQA Diploma in Financial Services
    • International License in Financial Services
    • Coventry University, UK
    • Foothill College, Mountain View, California
  • Kevin is married with four grown-up daughters.

    In his spare time he is a keen tennis and golf player. He is also a musician and has been a member of a band for 10 years.

    His favourite quote is:

    The impossible is often untried. 

    – Unknown
  • “Very professional and friendly interaction, clear and complete information on products and services, great after sales service.” Arne

Latest blog articles

UK Pensions Dashboard – Coming in 2019

The new UK Pensions Dashboard will be unveiled in 2019 – but State… Read More

By Julian Thompson . 11th December 2018

Why women must save more for retirement

Women are simply not saving enough for retirement, writes Women’s Finance Writer Vicky… Read More

By Julian Thompson . 4th December 2018