- Life, disability and health/medical insurances.
- Savings and lumpsum investments.
- Retirement planning.
Hello! I'm Kevin and I'm a financial adviser who has been working in the insurance and investment industry since 1988 and am a partner in the Lifetime Group - a full services financial advisory business.
I am passionate about offering sound and practical advice that help people achieve their financial goals and priorities. I so appreciate the trust clients put in me to work with them to do this. I believe this is the basis of a strong, long lasting relationship. Ensuring clients have a pleasant experience working with us is important to me as well as having a good understanding of the information I provide.
Away from work I enjoy following many sports plus playing a few of them. I very much enjoy exploring our amazing countryside through occasional tramps.
My Three Golden Rules
- Do not put off doing something today that deep down, you know will benefit you tomorrow.
- We make a living by what we get but make a life by what we give.
- Don't forget to stop and smell the roses along the way.
Reviews & Feedback
The Trauma Cover claim meant that I received a lump sump payout, which gave me confidence knowing that I could recover from the major heart attack I had at my pace and not have to worry about rushing back to work too quickly so I could pay my mortgage and day-to-day expenses. With thanks to the lump sum cover you put in place for me Kevin, I have been able to work reduced hours over several months until I am sure I'm well enough to return to my usual hours of work.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.