Kevin has over 20 years experience in financial services and has evolved around pre and post retirement planning including pensions, investments and also Inheritance Tax planning. Kevin has a great deal of experience in personal pension consolidation and pension drawdown work. Outside of the office Kevin enjoys family life and most outdoor activities including mountain biking, hillwalking and skiing.
Wealth Management
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The Financial Conduct Authority does not regulate Inheritance Tax Planning.
Square One Wealth Management LLP is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Limited are entered on the FCA register (http://www.fca.org.uk/register) under reference 497604.
Square One Wealth Management LLP is registered in England and Wales, No. OC304412. Registered Office: Maple Barn, Beeches Farm Road, Shortgate, Near Uckfield, TN22 5QD.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
