Chartered Financial Planner
Meet Kevin
Kevin worked for HSBC for more than 15 years, after graduating from the University of Liverpool with a BA (Hons) in Economics and History.
He initially joined HSBC on a graduate management programme in Liverpool, then performed several relationship management roles for high-net-worth clients in Bolton, London and Manchester before completing his diploma in financial planning. He then moved to provide regulated financial advice to high-net-worth clients in the Manchester area.
At Clear Vision, Kevin supports the business to ensure it is running as well as it possibly can and delivers a high level of service to our clients, wherever needed. He oversees the work processes, use of technology and the research, analysis and report writing.
Qualifications FCA RegistrationWhat does Kevin enjoy about his job?
Being part of a team who work together to provide the best service possible to our clients.
Kevin's likes
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Watching sport
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Travelling
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Reading
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A good pub or restaurant
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Live music
Kevin's dislikes
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Rudeness
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Litter
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Keyboard warriors
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Pineapple on pizza
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Dishonesty
Kevin in the spotlight
What is the most rewarding aspect of your job?
Hearing from our clients about how we have made a positive difference in their lives
When you’re not at work, where can you be found?
Enjoying time with family and friends, whether having a nice meal out or watching sport and live music. I also like to exercise by going for a nice walk or run, although sadly my days of running marathons and half marathons are now long behind me!
What motivates you?
Having personal and professional pride in what I do.
What does a life well-lived look like to you?
Spending quality time and sharing memorable experiences with those closest to me, with plenty of laughs and different countries and cultures explored.
About ClearVision
We are called Clear Vision Wealth Management because we believe in absolute clarity in everything we do, including our fees. We work with you to create a vision and a plan for your future and we manage your wealth, allowing you to live your best life.
We pride ourselves on our old-fashioned service values and attention to detail when it comes to client care. But we’re far from old-fashioned when it comes to utilising the best that financial technology can offer, providing you with innovative solutions and inspired thinking.
Contact us
Ask us a question or arrange a call. We don’t charge for initial meetings and are happy to help you with your enquiries.
