About Us

Background

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.

In his career, Kevin has been a well-respected manager with leading institutions such as Allied Dunbar and Zurich Financial Services; at one point, Kevin was responsible for over 220 advisors and six branches.

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.