Kelvin joined the Wealth Management team in 2017. He holds Fellowship status with the PFS and has over 10 years’ experience in the Financial Services sector.
Kelvin can offer advice on all aspects of financial planning including saving for the future, tax efficiencies and protection. His particular specialisms are retirement and later life planning. He is passionate about helping people make their money work as hard as they do and plan for the big decisions in life.
Outside the office
Kelvin is a keen cyclist and motorsport enthusiast. When at home, he tinkers and prides himself on having made various pieces of furniture and lighting installations.