Senior Partner Practice of St. James's Place Wealth Management
Kevin formed Avanti in 2006, having spent the previous 11 years in Senior Executive roles within the financial services. With day-to-day experience of operations in large businesses, Kevin is keen to transfer this knowledge to Avanti, whilst maintaining the personal feeling of a smaller business. Kevin has advanced qualifications in wealth management and specialises in particular in Pension Planning, Investment Planning and Inheritance Tax Planning.
Kevin is a keen skier and cyclist, with his love of mountains even taking him to Mount Everest in 2011.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Avanti Wealth Management Ltd is registered in England and Wales, Number 7351657. Registered Office: 34A Station Road, Cuffley, Potters Bar, Herts, EN6 4HE, England.