Kevin is a Concentric Wealth Consultant, providing investment and pension advice, as well as assurance and sustainable investment consultancy services to private clients, corporates and trustees.
Kevin has been working in the financial services industry for the past 19 years and holds both a BA (Hons) degree in Financial Services from the University of the West of England, and the Certificate in Financial Planning. Kevin also passed the Private Client Investment Advice and Management Level 6 exam with Distinction.
He is a member of the Personal Finance Society, the Chartered Insurance Institute and a Chartered Fellow of the Chartered Institute for Securities and Investments.
A family man with two young daughters, Kevin’s hobbies and interests outside the office include running, keeping fit and playing golf. He is an active member of La Moye Golf Club, and is also an Old Victorian.