0330 038 8941
Based in Selby
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FCA status: Certified by Firm
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Last checked: 01 April 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Recent Client Reviews
Kevin has not received any client reviews in the past 12 months
Kevin has not received any reviews in the last 12 months
Kevin has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 August 2020
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Kevin has not yet added their qualifications to their profile
Qualifications not yet added
Kevin has not yet added their qualifications to their profile
Transparent Fees
Kevin has not yet added their fees to their profile
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Kevin has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Last checked: 01 April 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Recent Client Reviews
Kevin has not received any client reviews in the past 12 months
Kevin has not received any reviews in the last 12 months
Kevin has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 August 2020
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Kevin has not yet added their qualifications to their profile
Qualifications not yet added
Kevin has not yet added their qualifications to their profile
Transparent Fees
Kevin has not yet added their fees to their profile
Fees not yet added
Kevin has not yet added their fees to their profile
I have been advising clients and looking after their financial planning needs for almost 25 years offering experience and stability. Cash-flow planning is a key element of our advice proposition, underpinning all financial planning decisions. I believe in building and maintaining long-term relationships with my clients, who tell me that I explain their financial planning options in a way they understand, value and trust.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kevin's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.