Kevin joined Perspective (South West) Ltd in Marlborough in 2021 with a strong background in dealing with high net worth private individuals, business and commercial clients.
He has over 25 years of experience as a Financial Adviser and been Diploma qualified for 15 years. He helps clients protect what is important to them and their families, adding value to their lives.
Kevin is a highly effective communicator, with excellent analytical, problem solving and organisational skills.
His strong ethical foundation underlies all his professional and personal achievements and he enjoys delivering excellent client experiences.
Telephone
01672 515991
Based
Equilibrium House
1 Pelhams Court
London Road
Marlborough
Wiltshire
SN8 2AG
Telephone: 01672 515991
Perspective (South West) Ltd, Registered in England and Wales No 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (South West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (South West) Ltd is a subsidiary of Perspective Financial Group Ltd.
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be 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 9123
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