Kevin's qualifications
At work
Kevin has been working in the Financial Services sector since 2006, accumulating a wealth of industry experience. He joined bdhSterling as an Administrator in 2016, transitioned to our Paraplanning Team in 2018, and has most recently become an Associate Financial Planner.
Kevin is dedicated to building strong client relationships. He conducts annual review meetings and provides ongoing investment advice to our overseas clients while their funds remain in the UK. In addition to meeting with clients, Kevin continues his Paraplanning role, collaborating closely with our skilled Financial Advisers to compose recommendation letters, place currency trades and investments, and perform complex calculations to help clients maximise their assets’ potential.
Kevin lives in South London with his wife and two young children. Outside of work, he enjoys playing in his local darts league, cooking, and going on long country walks with his family.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.