Q & A with Kevin

How did you get into financial services?

I have been advising clients on investments, savings and pensions since 1986. I started my career as a general insurance broker and slowly specialised in financial services and initially became independent in the mid 1990’s moving to Norfolk in 2000 and started my own business in 2006. In 2020 my business partner passed away so in February 2022 I merged in with Insight Financial Associates to give my clients more long-term continuation of advice.

What are your areas of expertise?

Investments, pensions, inheritance tax mitigation and financial security for their families.

What do you love helping clients with?

Growing their funds tax efficiently and helping them to reach and continue their retirement in as comfortable and stable position as possible.

What advice have you given that helped a client and made you proud?

How to grow their wealth without noticing and then seeing them able to enjoy retirement due to the diversified portfolio that we have built over many years whilst reducing their tax liability. This gives clients more money in their pocket when they need it.

More about Kevin

What’s the most unusual thing you’ve ever helped a client fund?

I have helped clients build funds to buy an aeroplane and a boat and also for one client to buy a field for his son to keep rare cattle on.

What’s your personal financial freedom dream?

To be able to travel more to different countries and explore new cities.

Tell us about something you’ve done for your community / for charity?

I have been a member of the Round Table and am a member of South Norfolk 41 club and a past president and still active of the Rotary club of Norwich who raise money for local and internationally charities. Every year I help out driving golf buggies for the elderly and infirm to enable them to enjoy the Royal Norfolk show. I am also a Trustee of a Norfolk specialist school for SEND children.

What’s the best thing you’ve ever spent money on?

I have a static caravan on the Norfolk coast that gives me regular breaks without travelling too far and allows me to chill out on my decking.

What’s the one luxury you could never give up?

My holidays and travel.

What’s something colleagues would be surprised to learn about you?

My wife and I have fostered children for the last 16 years and have helped over 60 children. We currently have a long- term placement for 2 girls aged 8 and 12. We also have 8 grandchildren under 13! My life is never quiet 😊