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
‘Able to create a welcoming, comfortable atmosphere. Listens attentively to update his knowledge of our changing circumstances and plans for the future. Willing to explain financial products and options, adapting to our different levels of understanding as appropriate. Friendly with a good sense of humour.’
‘Kevin has been our IFA since the days of the Co-Op bank. We are delighted that he has now found a home that meets his professional and ethical standards and look forward to benefitting from his advice in the future, as we have in the past.’
‘I have known Kevin for some years. I have found his explanations clear and logical. He is a pleasure to deal with.’
‘I feel Kevin Iles gave me a very good service and explained all the risks to me. Overall his advice has always proved to be very good.’