0330 038 8938
Based in Merthyr-Tydfil
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FCA status: Certified by Firm
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Last checked: 13 March 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Recent Client Reviews
Kevin has not received any client reviews in the past 12 months
Kevin has not received any reviews in the last 12 months
Kevin has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 18 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kevin has not yet added their fees to their profile
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Kevin has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Last checked: 13 March 2025
Kevin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kevin's status
Recent Client Reviews
Kevin has not received any client reviews in the past 12 months
Kevin has not received any reviews in the last 12 months
Kevin has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 18 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kevin has not yet added their fees to their profile
Fees not yet added
Kevin has not yet added their fees to their profile
My passion is helping you with your financial affairs, that takes you on a journey and puts you in control of your future. Nothing gives me more pleasure than seeing my clients build up their assets or utilise what they have already accumulated, in the most efficient way possible, allowing them to achieve their goals and fulfil their aspirations. I pride myself on providing quality advice, across all aspects of financial planning, and have absolute confidence in the products and investment strategies, that I advise on. I have a particular specialism in pensions and retirement planning, including the complex area of Defined Benefit transfers. I am extremely lucky to work with a team at True Potential LLP that have a compliance-lead proposition and who will put you at the heart of our robust and stringent processes and research. This ensures clarity of advice, but also gives you confidence, knowing that all the due diligence has been taken care of. I consider myself to be conscientious, professional and knowledgeable, when it comes to business and personable, honest and reliable on a personal level. My hobbies include football, cycling and snooker. Please do get in touch and I will help you take control of your financial future, under expert guidance and advice from myself, and the True Potential team.
Offers available through VouchedFor
Contact Kevin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kevin's clients
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Clients' level of financial expertise
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.