Kevin is one of the founders and co-owners of Westminster.
He is one of less than a thousand Certified Financial Planners (CFP) in the United Kingdom. The CFP is one of the highest internationally recognised Financial Planning qualifications.
Typical clients are UK and European domiciled bankers, lawyers, business owners, trustees and retired individuals. The majority reside in London, Spain or Gibraltar.
Kevin chairs the Westminster Investment Committee that sits weekly to discuss markets, asset allocation and the underlying funds, managers and asset classes held by our investors.
Kevin specialises in tax planning and portfolio management, with a particular focus on income and inheritance tax and alternative asset class investments. He regularly conducts seminars at investment banks and law firms on tax efficient investing.
Kevin has over 20 years of experience in advising private clients, since graduating in engineering.
He lives on the south coast with his wife and 2 sons and particularly enjoys golf, sailing, cricket & skiing.