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I have worked consistently within the financial services arena since 1983. Work experience consisted of 'direct sales' (Imperial Life) and 'broker sales' (NPI) before I moved onto the work of implementing financial advice within an accountancy environment, which has been pretty much where I have continued my focus.Specialties: A dubious claim to fame is that I was once the only non-accountant partner in a firm of Chartered Accountants in South Wales. This period did, however, provide me with unique insights into the pitfalls and challenges of developing a genuine financial-planning proposition within a professional accountancy environment. Most others attempting to penetrate this market come from the reverse direction, which usually results in the importing of a foreign culture into the accountancy firm.
Fathom Financial Limited
View- Website:
- fathomfinancial.co.uk
- Employees:
- 9
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DirectorFathom Financial Limited Sep 2023 - PresentSpennymoor, England, United KingdomOngoing management of a successful firm, during a challenging period of transition.
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DirectorValidpath Limited Mar 2003 - PresentFinancial Services regulated Network, originally designed to support accountants and tax-professionals offer financial planning on a DIY basis, but now extending membership to IFAs and solicitors. -
PartnerGraham Paul & Co. 1990 - 2003Client education and marketing; practice development & ethics; delivery of financial-planning solutions; systems and compliance.
Kevin Moss Skills
Kevin Moss Education Details
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Highest -
Doctorate Awarded -
Swansea University Teacher Training College, HendrefoilanGcse General Science & A-Level Biology -
Environmental Biology -
King Edward Vi Grammar School, Chelmsford, Essex10 'O' Levels And 4 'A' Levels
Frequently Asked Questions about Kevin Moss
What company does Kevin Moss work for?
Kevin Moss works for Fathom Financial Limited
What is Kevin Moss's role at the current company?
Kevin Moss's current role is Director, Fathom Financial Limited.
What is Kevin Moss's email address?
Kevin Moss's email address is ke****@****s.co.uk
What is Kevin Moss's direct phone number?
Kevin Moss's direct phone number is +4479666*****
What schools did Kevin Moss attend?
Kevin Moss attended Biola University, Aberystwyth University, Swansea University Teacher Training College, Hendrefoilan, Swansea University, King Edward Vi Grammar School, Chelmsford, Essex.
What are some of Kevin Moss's interests?
Kevin Moss has interest in Classical Music, Local Church Involvement, Economic Empowerment, Jazz, Reading, Theology Study, Science And Technology, Prog Rock, Disaster And Humanitarian Relief, Water Colour Painting.
What skills is Kevin Moss known for?
Kevin Moss has skills like Financial Advisory, Strategic Financial Planning, Financial Services, Wealth Management, Pensions, Wealth, Retirement Planning, Inheritance Tax Planning, Investments, Investment Advisory, High Net Worth Individuals, Retirement.
Who are Kevin Moss's colleagues?
Kevin Moss's colleagues are John Kerwin, Gemma Abley, Julie Gray, Lucy Abley, Tony Reygate, Mark Abley, Victoria Bell Dip Pfs Cemap.
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