Independent Financial Adviser
Tel: 01228 538 988
InvestAcc Wealth Management Limited
Port Road Business Park, Carlisle, Cumbria, CA2 7AF
Kevin joined InvestAcc Wealth Management Limited in May 2013 as a qualified Consultant with 31 years’ experience within Financial Services.
The holder of the Diploma in Financial Planning (Dip PFS) and a qualified Retirement and Transfer Specialist, Kevin is also fully RDR compliant and the holder of the “Statement of Professional Standing” (SPS)
Being fully independent, Kevin is able to provide advice and guidance in most areas, and therefore able to cater for all needs and requirements whether for personal or corporate needs.
Outside of work and family commitments, Kevin’s interests are far removed from everyday life in that he is a very keen motorcycle enthusiast and follower of Real Road Racing both here, the Isle of Man and Ireland. His combined enthusiasm for motorcycle racing and photography has developed into charity funding and the production of an annual calendar and yearly photographic exhibition on the Isle of Man during the TT festival. Other interests include gardening, DIY and Joinery.
Areas of expertise
- Pension Transfer Specialist.
- Pension and Investments.
- Personal and Corporate Protection.
- Retirement Planning.