I can highly recommend working with Kevin on personal finances. As you would expect of an advisor he brings expertise and great market knowledge. What you don’t expect is the challenge and coaching aspect he brings to planning your financial future. For me this was a breath of fresh air, a different perspective and a trusted advisor who supports me through the decision process. Invaluable!
We first engaged with Kevin around 18 months ago and it is the best strategic step we have ever taken. Kevin has advised, researched and arranged our pensions, mortgages and savings based upon his amazing breadth of market knowledge and professional advice.
Most recently the challenge was to arrange our mortgage and to provide professional advice to ensure the required finances to fund a move to a new life in the country was in place.
Again, Kevin came through and used all his skill and knowledge to deliver a package that is cost effective, affordable and has enabled us to plan the next stage in our life with comfort.
We could not be happier so well done and many thanks for all the help, effort professionalism and knowledge that has enabled us to achieve our life goals and provide financial security.
I have always found Kevin’s approach to financial planning to be both professional and easy to understand. A long-term view is taken rather than a quick fix and it is genuinely your needs and that of your family that he has in mind and not simply another sale. Kevin has saved us in excess of £100k from taking a complete overview of our finances and leaving no stone unturned, a real pleasure to deal with.
I consulted Kevin when I obviously had a very poor financial health. All my investments and liquid cash were held in a way that I was losing rather than gaining anything. Kevin started process of rationalization and strategic investments to have better return, protection from inheritance tax and safeguarding the family in future. I regard him highly and commend him without any reservation.
Excellent knowledge and application, a very professional consultant who strive to deliver a first-class service to his clients at every opportunity.