Kevin Smith

Paraplanner

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Kevin joined the company in January 2008 as a para-planner. He has worked in the financial services industry for the last 12 years and currently holds the full Financial Planning Certificate. He is presently studying towards gaining Advanced Financial Planning Certificate.

Kevin is particularly competent in the subject of pensions - both personal and occupational. As well as preparing client reports and submitting business, Kevin also assists with portfolio and fund analysis for our unique investment proposition - WRAPS™

His interests include reading and playing or watching football.

Providing a top quality service to our clients is key. If our clients are happy then I know I’m doing my job right"

Kevin’s financial qualifications

• Currently studying towards Advanced Financial Planning Certificate.
• 2001-2002: Financial Planning Certificates 1, 2 & 3