About Kevin
I graduated with a BSc (Hons) in Sport and Exercise Science from Edinburgh Napier University before choosing to take my career in a different direction. The discipline, analytical skills, and performance-focused mindset developed through my studies have proved highly transferable, helping me to build an exciting career in financial services since 2010.
Upon further study, I now hold the Diploma in Regulated Financial Planning and have the privilege of working with a wide range of clients across the UK, including high-net-worth individuals, business owners, families, and trustees. I provide comprehensive holistic advice across areas such as investments, pensions, retirement planning, inheritance tax, and protection. My approach is centred on designing tailored financial strategies that reflect each client’s unique circumstances and goals, while building long-term relationships based on trust, clarity, and transparency.
My advice aims to give clients clarity and confidence in their financial decisions, helping them to feel secure about the future. By combining technical expertise with a personal approach, I aim to ensure that each client’s financial plan not only meets today’s needs but also supports their long-term aspirations.