Kevin joins Vision having spent the last 20 years working for HSBC bank.
To date, he has had a highly successful career, culminating in his final year with HSBC being awarded “Role Model Wealth Manager – Europe.” This was recognition of the longstanding relationships he has built, based on trust and doing the right thing for his clients.
Kevin chose Vision as the firm’s values are directly aligned to his own. He feels that the ability to provide Independent Advice is critical to enable him to deliver best in class solutions for his clients.
Outside of work, Kevin lives in Epsom, Surrey and is married to Sheryl. They have three children, Emma, Jessica and Joshua and he tells us that weekends are usually spent taking them to their various clubs and activities!
Kevin can be contacted on 07803 726823 or by email
‘Kevin was extremely knowledgeable with regard the subject matter. His delivery of the Key Facts relating to the product gave me every confidence that I was making the right decision. I look forward to our annual meetings and on-going financial planning and would recommend his services to others.’
‘We have been a client of Kevin for many years, and we have total confidence that he acts in our best interests. We have found Kevin to have an excellent knowledge of the industry.’
‘I feel confident that Kevin will advise my wife and my son when I am no longer able to do so. The future performance of the portfolio management under Rathbones has yet to assessed.’