Kevin Isaac
Kevin formed Avanti in 2006, having spent the previous 11 years in Senior Executive roles within the financial services.
About
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 Retirement 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.
Testimonials
I’ve been with Avanti Wealth Management for over 11 years, and their service has consistently been exceptional. Their attentiveness and professionalism have made a real difference in my financial journey. The investment returns have exceeded my expectations year after year, and I’ve always felt c...
Past performance is not indicative of future performance.
The service that we have enjoyed from the Avanti team has been second to none. Their approach to our financial affairs is a refreshing change and not only have we seen exceptional investment performance, but we also feel that the whole team understand what is important to me and my family. If any...
Past performance is not indicative of future performance.
Kevin's patient and practical advice made an enormous difference to our approach to financial planning. We have gone from a confusing jumble of pensions and savings schemes built up at random over the years to a well organized strategy clearly designed to help us achieve our long term ambitions. ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Past investment performance is not a guide to future performance.
Kevin takes a novel and refreshing approach to financial planning and wealth management, offering that rare mix of empathy with sound judgement and trusted advice. His personal touch and willingness to take the time to really understand me and what I want, stands Kevin apart from the competition....
Kevin is a breath of fresh air. I have struggled over many years to find an adviser that could work up a clear retirement strategy and path to implement it. I was Managing Director of 6,000 financial advisers so the bar is set high with me. Kevin's offering and team are very impressive.
I have known the directors at Avanti for over 19 years and they have made an outstanding contribution to the success of St. James's Place.
I moved my share portfolio and private pension to Avanti Wealth Management around 10 years ago following recommendations from existing clients and I have since transferred over my workplace pension. The personal approach and bespoke service provided by Avanti has been excellent, leaving me safe ...
I have been working with Avanti for over 15 years and my experience has been outstanding. They have a full understanding of our personal financial goals and requirements and have created a clear pathway into our future year’s needs. What we really appreciate the most is their transparency and cl...
We have been advised by Jo Dean at Avanti Wealth management for the last 3 years and have had an excellent service with good advice and returns on our pensions so would highly recommend to anyone looking to invest.
As an accountant working with clients in the music and TV/film industries, I really value how Kevin and Jo make financial planning clear and accessible for people who aren’t always financially focused. They take a flexible, holistic approach—offering guidance across all areas of wealth management...
Avanti have been my pension and investment advisers for many years. I have always valued their professional and knowledgeable advice along with their friendly and helpful service. They have consistently produced good results for me and I am happy to recommend them to anyone seeking investment adv...
Past performance is not indicative of future performance.
I’ve been with Avanti Wealth Management for over 11 years, and their service has consistently been exceptional. Their attentiveness and professionalism have made a real difference in my financial journey. The investment returns have exceeded my expectations year after year, and I’ve always felt c...
Past performance is not indicative of future performance.
The service that we have enjoyed from the Avanti team has been second to none. Their approach to our financial affairs is a refreshing change and not only have we seen exceptional investment performance, but we also feel that the whole team understand what is important to me and my family. If any...
Past performance is not indicative of future performance.
Kevin's patient and practical advice made an enormous difference to our approach to financial planning. We have gone from a confusing jumble of pensions and savings schemes built up at random over the years to a well organized strategy clearly designed to help us achieve our long term ambitions. ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Past investment performance is not a guide to future performance.
Kevin takes a novel and refreshing approach to financial planning and wealth management, offering that rare mix of empathy with sound judgement and trusted advice. His personal touch and willingness to take the time to really understand me and what I want, stands Kevin apart from the competition....
Kevin is a breath of fresh air. I have struggled over many years to find an adviser that could work up a clear retirement strategy and path to implement it. I was Managing Director of 6,000 financial advisers so the bar is set high with me. Kevin's offering and team are very impressive.
I have known the directors at Avanti for over 19 years and they have made an outstanding contribution to the success of St. James's Place.
I moved my share portfolio and private pension to Avanti Wealth Management around 10 years ago following recommendations from existing clients and I have since transferred over my workplace pension. The personal approach and bespoke service provided by Avanti has been excellent, leaving me safe ...
I have been working with Avanti for over 15 years and my experience has been outstanding. They have a full understanding of our personal financial goals and requirements and have created a clear pathway into our future year’s needs. What we really appreciate the most is their transparency and cl...
We have been advised by Jo Dean at Avanti Wealth management for the last 3 years and have had an excellent service with good advice and returns on our pensions so would highly recommend to anyone looking to invest.
As an accountant working with clients in the music and TV/film industries, I really value how Kevin and Jo make financial planning clear and accessible for people who aren’t always financially focused. They take a flexible, holistic approach—offering guidance across all areas of wealth management...
Avanti have been my pension and investment advisers for many years. I have always valued their professional and knowledgeable advice along with their friendly and helpful service. They have consistently produced good results for me and I am happy to recommend them to anyone seeking investment adv...
Past performance is not indicative of future performance.
I’ve been with Avanti Wealth Management for over 11 years, and their service has consistently been exceptional. Their attentiveness and professionalism have made a real difference in my financial journey. The investment returns have exceeded my expectations year after year, and I’ve always felt c...
Past performance is not indicative of future performance.
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.
