Kevin has over 20 years experience in financial planning, advising individuals, families and SMEs on all manner of financial issues. He is a Chartered Financial Planner and holds advanced financial planning qualifications in savings and investments, pensions, taxation and trusts and business tax and law.
For businesses, Kevin specialises in: key person insurance and shareholder protection, directors’ pensions (SIPPs & SSASs), directors’ remuneration, employee benefits, tax structuring.
For individuals, Kevin provides advice on financial planning at all life stages, pensions, investments, life, critical illness and income insurance, trusts, tax planning, estate planning, pre and post retirement advice.
Taxation and Trusts (G10); Personal Investment Planning (G20); Business Financial Planning (AF2); Pension Planning (AF3); Financial Planning Process (AF5); Business Financial Planning, Business Law and Tax (J03), Pension Funding Options (J04), Pension Income Options (J05), Investment Principles, Markets & Environment (J06)
Telephone: 020 7382 0446
Fax: 0844 756 0462
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Tax and Trust planning are not regulated by the Financial Conduct Authority.
Tax treatment is based on individual circumstances and may be subject to change in the future.