Chartered FCSI
Kevin is a dedicated Concentric Wealth Consultant, offering expert guidance in investment and pension advice, as well as assurance and sustainable investment consultancy services tailored for private clients, corporates, and trustees.
With nearly two decades of experience in the financial services industry, Kevin’s journey began after earning his BA (Hons) degree in Financial Services from the University of the West of England. He furthered his qualifications by obtaining the Certificate in Financial Planning and excelling in the rigorous Private Client Investment Advice and Management Level 6 exam with Distinction.
Kevin’s professional affiliations include membership in the Personal Finance Society and the Chartered Insurance Institute. He holds the esteemed title of Chartered Fellow of the Chartered Institute for Securities and Investments, underscoring his commitment to professional excellence and ongoing education in the field.
Outside of his career, Kevin cherishes family time with his two young daughters. His personal interests include running, maintaining fitness, and playing golf, where he actively participates as a member of La Moye Golf Club. Kevin also maintains a connection to his alma mater as an Old Victorian, reflecting his enduring ties to his educational background and community. His comprehensive expertise and dedication make him an integral part of the Concentric team, ensuring tailored financial solutions and exemplary client service.
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
A TEAM plc company
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Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited (CFSGL) is not trading. CFSGL has applied to the Guernsey Financial Services Commission for regulatory licences to provide investment advice and act as an insurance intermediary.