Kevin Wetherick Email & Phone Number

Ryde, Gb

Isle Of Wight, England, United Kingdom

Isle Of Wight

The principles of reliability, integrity and continuity are at the heart of my business. I recognise that my clients place me in a privileged position of trust and discretion when dealing with their financial affairs. Most importantly, I like to take the time to get to know people as individuals; their financial planning needs, their goals and aspirations and, indeed, how this fits in with their attitude to investment risk and reward. I then work hard to introduce the very best solutions to suit the individual. This has enabled me to successfully build long-standing relationships with my clients as I continue to look after their financial well-being and changing needs. My expertise covers the broad spectrum of financial planning and will help you and your business to: - Access our distinctive approach to investment management;- Preserve assets for long-term financial security;- Adequately protect assets from potential threats;- Effectively manage capital and borrowings.As a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment planning, Inheritance Tax planning and retirement strategies. I am committed to ensuring that my professional knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients.

Education record

Diploma In Financial Planning

Financial Planning Certificate

Award In Long Term Care Insurance

Certificate In Equity Release

Certificate In Mortgage Advice

Certificate In Life & Pensions