Financial Life Planner
Kevin joined Serenity in 2021, having worked in the Financial Services industry for 20 years. Kevin became a Financial Planner in 2015, having previously worked in a variety of technical and managerial roles in the Financial Services sector. Prior to joining Serenity, Kevin had worked within IFA and Private Banking businesses, as well as for two of the UK’s largest insurance companies.
Kevin views the primary function of a financial planner as working closely with clients to help them achieve their financial and personal goals. He believes that it is crucially important to build long-term relationships with clients, enabling them to benefit fully from his knowledge, skills and experience and allowing him to become their trusted personal adviser.
Kevin is actively working towards Chartered Financial Planner status and is a member of the Personal Finance Society.
Kevin lives in South Staffordshire with his wife and two children. He enjoys keeping fit through running, walking and HIIT workouts and is a keen follower of both football and cricket but above all else he enjoys spending time with his family.