In June 2017, Kevin was appointed as a Director at Adamson Ross Wealth Management, a Senior Partner Practice of St. James's Place, where his aim is to provide support to individuals and businesses as a qualified professional experienced in financial planning. He is convinced that building client relationships with longevity is essential, assuring all clients that they are working with a trusted adviser who can provide a lifetime of financial support and advice.
Having graduated with a Bachelor of Arts (with honours) degree in Accountancy & Finance, Kevin started his career in financial services in 2003 as a Business Adviser at Royal Bank of Scotland.
Then, having qualified as a financial adviser he joined NatWest Bank in 2007 where he worked initially as an Investment Manager and subsequently as a Financial Planning Manager.
In January 2013, Kevin joined St. James's Place, where he worked to provide holistic financial advice to business owners and high net worth individuals.
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.