Kevin helps expatriates and internationally mobile families build, manage, and preserve their wealth with confidence.
With over 20 years of experience across private banking, wealth management, and financial planning, Kevin provides tailored advice designed to help clients achieve their financial goals and make informed decisions about their future.
A Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), Kevin holds the Level 7 Chartered Wealth Manager qualification and the Level 6 Pension Transfers & Planning Advice qualification. His career includes advising international clients through respected institutions such as Lloyds International Private Banking in Jersey and Arbuthnot Latham in Dubai.
Kevin specialises in wealth accumulation, retirement planning, pension advice, investment management, education funding, and legacy planning. His approach is built on trust, transparency, and long-term relationships, helping clients align their finances with the life they want to create.
Outside of work, Kevin enjoys spending time with family and friends, swimming, and following the Irish rugby team.