Kevin is qualified and experienced to advise on:
Kevin has worked for over 30 years in finance with Banks, Building Societies and Insurance Companies building a wealth of experience, knowledge and key relationships along the way.
Having started in a customer facing service environment he has also provided financial advice, managed Branches, run sales teams and managed intermediary relationships both at a personal and corporate level.
Kevin has had the opportunity to see what works well and is always looking to move the service forward. Kevin puts a huge importance on providing tailored solutions to suit our clients’ varied needs and at the same time protecting their home and lifestyle, the latter often being overlooked.
“With regard to the business, I have a clear philosophy in that you are only as good as the people around you. I have a great team of experienced people with me and I am particularly proud that they provide a service that our clients recognise and this is reflected in our success with the ESTAS awards each year as voted for by our clients.
The business has grown and evolved successfully, particularly with a key relationship providing Mortgage Services for Andrews Estate Agents in Oxfordshire and Mortgage Shops from Bristol to Oxfordshire and Northamptonshire.
There continues to be an exciting range of opportunities ahead which will allow us to evolve further as a key service provider in the mortgage and protection market.“