Managing Director / Chartered Financial Planner
I have been working in the financial services industry since 2001 when I started my career in bank assurance. After leaving the bank I worked for a firm of independent financial advisers for six years before starting Step-By-Step Financial Planners in 2010 as the Managing Director. In the eight years since starting the company I have personally achieved Chartered Status in 2013 and the company attained Chartered Status in 2015. This means that I and the company have achieved the highest qualification within the industry, equivalent to a degree and considered today’s gold standard of excellence and integrity. Only a minority of financial advisers in the UK are at this level and an even smaller number of companies.
I am married to Liz and have two lovely young children, Charlotte and William. We also have a cat called Milo. When not having quality time with the family I enjoy travelling and I am keen sports enthusiast.
“We have been with Kevin since 2002, in that time the market has gone up, down and sideways, we have sold our business, had a series of health scares and retired. Throughout all of this, Kevin’s advice has helped us Step by Step.” – Graham Scott