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.
- Level 4 SQA Diploma in Financial Services
- International License in Financial Services
- Coventry University, UK
- Foothill College, Mountain View, California