Advising clients since: 1989
Qualifications: Chartered Financial Planner, Chartered Wealth Manager
Areas of expertise: Tax & Investment Planning
Kevin is one of the founders and co-owners of Westminster Wealth and has over 25 years’ of industry experience. He is both a Chartered Financial Planner and Chartered Wealth Manager, which are amongst the highest nationally and internationally recognised financial planning qualifications. Typical clients are bankers, lawyers, accountants, business owners, trustees and retired individuals. Kevin sits on Westminster Wealth’s Investment and Alternative Investment Committees and specialises in tax-efficient investing, predominantly from an income and inheritance tax perspective. He regularly conducts seminars at investment banks and law firms.
Kevin lives on the south coast with his wife and 2 sons and particularly enjoys golf, sailing, cricket and skiing.