Kevin Broadbent

Kevin Broadbent

Director

Areas of expertise

  • Retirement Planning
  • Inheritance Tax mitigation
  • Tax efficient investing
  • Business & Personal Protection

Experience

Kevin has over 30 years of experience in the Financial Services industry as both an adviser and a manager. He is a regular seminar presenter and has worked for both large corporate and more entrepreneurial businesses.

Notable client work and achievements

Kevin has a wealth of experience with high earners and inter-generational financial planning. He has developed an empathetic approach to financial planning which is appropriate for all age groups.

Professional qualifications/memberships

  • Fellow of Personal Finance Society
  • Chartered Fellow of the Securities & Investments Institute
  • Associate of Chartered Institute of Bankers
  • BSc (Econ) Law & Accountancy

Contact Kevin

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