Kevin began
his career in financial services in 1994 after leaving
a very successful career in the armed forces. Initially,
he spent 18 months with Sun Life of Canada, where
he gained his initial training before moving to Black
Horse Financial Services in 1995.
During his
time with Black Horse, Kevin was dedicated to servicing
the needs of corporate clients in and around the Birmingham
area. As an accomplished adviser, he was within the
top 10% of all advisers within the company.
Realising that
he needed to offer independent advice to his clients,
Kevin decided, during 1998, to leave Black Horse Financial
Services in order to gain experience and training as
an Independent Financial Adviser.
Kevin joined
a large and successful Independent Adviser based in
Wolverhampton, where he was able to undergo extensive
training in order to fulfil his wish to offer truly
independent advice.
After 18 months
within the independent sector, he was encouraged to
develop his own business and indeed, in partnership
with Paul Millar, set up KPM Financial Planning Ltd
in May 2000.
Kevin has gained
an enviable reputation within the business community
for offering innovative and practicable solutions to
his corporate clients' requirements.
Kevin is an
expert practitioner of the Tax Control Formula©.
Kevin holds
full Financial Planning Certificate status and continues
to work towards the achievement of advanced qualifications.
As Managing
Director, Kevin oversees the day to day operations of
the KPM Group of Companies.
