Award Winning Independent Financial Advisers
I am an experienced Independent Financial Planner having spent over sixteen years within the industry.
Fully understanding clients financial planning objectives and maintaining long term client relationships are at the core of my services.
With a greater number of financial service providers now only offering a ‘restricted’ advice model, I have recently joined Vision Independent Financial Planning to ensure both my present and future clients continue to benefit from ‘true’ independent financial advice.
I believe in a holistic financial planning approach and also, where appropriate, the use of ethical investment strategies.
I am CII (Chartered Insurance Institute) Diploma qualified and have also passed the CII’s advanced financial planning module which is a requirement to attaining Chartered status
I can be contacted on 07890614907 or by
http://www.visionwestandwales.co.uk/
'Have been advised by Kevin for many years. He has always been honest and provided sound information and recommendations. Had I not been satisfied with his advice I would have looked elsewhere but never even considered this.'
'Our adviser has been first rate over 10 years. He is very personable and explains everything clearly. We have every confidence in his recommendations which have been to our benefit.'
'I have known for some years in his capacity as a Financial Adviser. I have always found him courteous, pleasant, business like and efficient without being pushy. I wish there were more like him!'
'I am always very confident that Kevin is looking after my future.'
'Since meeting Kevin and having him as my Financial Adviser, I cannot speak highly enough of the service he has given me, and has and still is a pleasure to deal with him.'