Kevin’s multi-facted role is to undertake several tasks, including investment research whereby stock holdings are analysed in accordance and within the strict parameters laid down by the Chief Investment Officer. In addition, Kevin is responsible for the administration resulting from the fund management team, as well as dealing with and responding to customer queries. Kevin is very friendly and efficient, and prides himself on his attention to detail. He is the first port of call for professional financial planners and / or clients requiring valuations or any other information they may require regarding their investments. Kevin has over 30 years’ experience in the Financial Services industry, with many of those being spent working for the Lloyds Banking Group at senior and managerial level.
Kevin is an avid photographer and has a passionate interest in Second World War Aircraft of which he is extremely knowledgeable. He will often be found frequenting the Air Museum at Duxford, as well as National and International air shows.