Senior Partner Practice of St. James's Place Wealth Management
Kevin is a veteran with-in the financial services sector having worked for a number of the UK’s leading financial services organisations in a career that has spanned well over thirty five years.
He has worked with-in a number of disparate roles that has involved acting as a consultant, mentor and adviser to numerous wealth management businesses.
Kevin’s expertise includes a diverse skill-set which includes Work measurement, Process design, Organisation design, Business Planning, Marketing Planning, Business profitability, Cash flow planning, Performance management and Appraisal systems.
Kevin joined Atlantic in 2015 and is working closely with the Board of Directors in the ongoing strategy planning for the business as well as in the implementation of Performance Management systems. He is also advising on Atlantic’s 5 – 10 year Business vision together with the values that the business continues to aspire to and aims to exceed.
Atlantic Wealth are thrilled to have such a wealth of experience working with the firm’s management team.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Atlantic Wealth Management is a trading name of Atlantic Wealth Management (UK) Ltd. Atlantic Wealth Management (UK) Ltd is registered in England and Wales, Number 08772076. Registered Office: The Business Store, 98-100 High Road, Rayleigh, Essex, SS6 7AE.