“As Doctor and Dentist there is a limit how much we understand about the world of finance and financial management. It is a dynamic process that continually changes in response to market economics and the national and international status of affairs. Furthermore as professionals in healthcare we are so busy with our increasingly demanding work that we have little time to concentrate on our personal and family financial matters and planning for the future.
“Our needs are diverse as they include dental practice, consultant medical matters, pension status and the future, securing resources and assets for our children and investment.
“We are lucky to have met with Kevin as he has addressed all these issues in an extremely professional and evidence-based way. He has the capability to understand our financial situation and aspiration and do the relevant search and come up with the most appropriate suggestions tailored to our needs.
“He is a professional who is very astute and has very high professional standards and values and is extremely helpful and diligent and genuinely cares about the welfare of his customers. We wish to say that we are so grateful to him, a true gentleman and wish him continued success and achievements.”
“Kevin pointed out ways we can invest sensibly without taking high risks using tax efficient investments to boost our income. He is always there to answer my questions when I make new investments or how to do effective tax planning. He is easily accessible via emails or over the phone. He was always available for prompt advice without any hesitation. Kevin’s guidance was invaluable for both of us.
“We had no hesitation to follow Kevin when he joined Wesleyan and thereafter to form his own financial company. Our children are grown up now. Our position as parents was to give them a firm financial support so we recommended Kevin to our children and to many of our work colleagues with no hesitation.”