Kevin's qualifications
At work
As a Senior Paraplanner with more than ten years of experience in financial services, Kevin’s primary role is to liaise with our highly skilled financial planners to compose recommendation letters for our clients. This can be anything from a straightforward fund switch to a complex transfer strategy, which covers multiple jurisdictions.
With a focus on building strong client relationships, Kevin conducts annual review meetings and provides ongoing investment advice to our overseas clients whilst their funds remain in the UK.
His role also includes placing investments, overseeing currency trades and carrying out complex calculations to ensure we are recommending a product that can help achieve our client’s objectives.
