Kevin joined City Financial in May 2013, with over 18 years’ experience in financial services. In addition to being a qualified Financial Planner, he is a member of the Chartered Insurance institute. Kevin is based within the Inverness office.
As a practicing Financial Planner, Kevin provides holistic financial planning solutions to both private individuals and corporate clients in all areas of financial planning including pre and post retirement planning, protection solutions (both individual and corporate), savings and investments. He works very closely with other professionals such as accountants and lawyers thus enabling him to provide in depth advice on developing and implementing suitable planning strategies to meet Clients objectives.
Kevin has developed a strong a trusted relationship with clients all over the Highlands and Moray.