Meet Kevin

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Kevin Sutcliffe CeFA DipFA

Financial Planning Consultant

Kevin is Divisional Manager and diploma qualified financial adviser working in and around the Yorkshire area.

With years of experience his main objective is to help people and families address their immediate needs and meet their long term financial goals.

He doesn’t use a one size fits all approach for financial planning but looks at where you are now, the plans and challenges ahead, and where you want to be in the future. To help you understand the truth about your financial situation.

Advice is provided on many areas of financial planning including protection needs including life cover, critical illness and income protection.

Kevin offers a pension review service looking at various areas including personal pensions, annuities, auto enrolment, SIPPs, pension transfers and drawdown.

Investment advice is provided from the tax efficiency of ISAs to full portfolio planning including inheritance tax planning.

Straight forward, easy to understand advice around investment, protection and retirement planning have been his core principles.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Trusts are not regulated by the FCA.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The FCA does not regulate inheritance tax planning.

Contact Kevin today!

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection