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Kevin has been a Financial Adviser for over 30 years and a Director of Perspective (South East) Ltd (formerly PIMS) since 1995. He is a Chartered Financial Planner, regarded as the profession's highest accolade.

Kevin is also a Fellow of the Personal Finance Society, holds the Advanced Diploma in Financial Planning and the Advanced Financial Planning Certificate qualifications of the Chartered Insurance Institute.

His particular specialism is personal and corporate pensions and protection, although he is equally qualified to advise across all areas of financial planning. He has been appointed as adviser by a number of small and medium sized businesses and he also acts as adviser to one of the UK’s fastest growing “challenger” banks.

As well as working with companies, Kevin also advises individuals and charities across all of their financial planning and investment needs.

Kevin entered the financial services industry in 1978, and worked for 2 major insurance companies before becoming a Financial Adviser in 1991.

 

Other contacts

Mark Taylor DipPFS, CFP

Director, Chartered Financial Planner

Mark Cashmore DipPFS

Financial Adviser

Samuel Wright APFS

Director, Chartered Financial Planner

Registered in England and Wales No: 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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