0330 038 8941
Based in Tunbridge-Wells
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FCA status: Certified by Firm
Last checked: 09 March 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
46
Recent Client Reviews
Verified reviews: 100%
Kevin has received 46 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 18 December 2024
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.
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Kevin has provided information on their typical fees
Kevin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 09 March 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
46
Recent Client Reviews
Verified reviews: 100%
Kevin has received 46 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 18 December 2024
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
Qualifications not yet added
Kevin has not yet added their qualifications to their profile
Transparent Fees
Kevin has provided information on their typical fees
Kevin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I work for Ascot Lloyd which is a dynamic and progressive company, we focus on the importance of financial planning, not just financial advice. Ensuring you are confident in the advice we provide is essential and we never take for granted the privileged position this puts us in. As a rapidly growing national firm we have the technology and an extensive support behind us. I have been working in Financial Services for over 30 years and Ihave a passion for providing sound advice in an ever confusing financial world, advising individuals and companies in the areas of Pensions, Investments, protection and Inheritance Tax planning.
£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).
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.