Kevin Curtis
Kevin is a graduate of Coventry University and Foothill College in Mountain View, California. He has a Level 4 SQA Diploma in Financial Services and an International License in Financial Services.
Retirement Planning
Investments
Financial Planning
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Why Kevin Curtis
In 2002, Kevin started his own business, a National Mortgage Brokers, and built it to over £4.3 million annual turnover. Now, Kevin specialises mainly in financial planning, pension transfers and investments, SIPPs and QROPS and currently has over 3,000 clients of his own with over £30 million under management. Despite his senior position, Kevin continues to value direct contact with clients as the most rewarding aspect of his job.
“We were recommended Kevin’s services by a friend and have not been disappointed. he is friendly, professional and efficient. We felt in safe hands from the word go. he has opened our eyes to the opportunities and benefits of our investments and money. Our money continues to grow. I have no hesitation in recommending him
“Kevin was always helpful and responsive. His advice significantly improved both the tax efficiently and returns on our investments. We, like everyone, felt nervous about handing so much responsibility to our adviser. However within a very short space of time Kevin gave us the confidence to proceed and we have never regretted this decision. Kevin is always available if we need him and we both would recommend him to anyone who is looking for sound and sensible financial guidance.”
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