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 email
http://www.visionwestandwales.co.uk/
“I have known Kevin for a number of years i find him open and honest, agreeable, polite, informative and a pleasure to deal with, I have every trust in his ability.”
“I have been extremely happy with my advisor and the support he provided both myself and my mother previously. I have been advised by him for many years and the confidence to continually take his advice.”