We mainly work with clients and Associates who are based in Cheshire, Wirral, Shropshire, Greater Manchester and North Wales, but with an Isle of Man heritage, we also have an adept understanding for clients wishing to relocate and plan their retirement and inheritance around their families.

Prior to accepting the invitation to join St. James's Place, Kevin worked in various roles within the financial services profession helping people from all walks of life make sense of their finances and bringing some clarity to their future hopes and dreams.