Kevin Monger Email & Phone Number

Valencia, Es

Spain

This business was established in 2006 with my fellow owner and founder, Katherine Walkerdine. My role, apart from general day-to-day management of the business, involves:- advising our clients, including those in the HNW and UHNW categories, on mortgage options- working with lenders to ensure the conditions we offer are exclusive and the best on the market- writing articles for newspapers and industry websites, including the Sunday Times and the Wall Street Journal-… Show more This business was established in 2006 with my fellow owner and founder, Katherine Walkerdine. My role, apart from general day-to-day management of the business, involves:- advising our clients, including those in the HNW and UHNW categories, on mortgage options- working with lenders to ensure the conditions we offer are exclusive and the best on the market- writing articles for newspapers and industry websites, including the Sunday Times and the Wall Street Journal- training/mentoring our advisers- meeting with collaborators to develop and improve our service to their clientsIn 2019, our team of 8 brokers all qualified as credit intermediaries (accredited by the Bank of Spain) and we also secured our license to operate in Portugal. Mortgage advice in both countries became regulated for the first time in 2019 and our company is leading the way for independent brokerages offering mortgage advice in Spain and Portugal. We also offer UK mortgage advice and 6 of our 8 team hold the UK CeMap qualification. Show less

City, London, Uk

Managing portfolio of clients. Responsibility for managing relationship with Trustees of pension schemes, consulting on company pension arrangements and other employee / executive benefits. Managing team of actuaries, including mentoring / developing skills of team members. Managing budgets and billing. New business development activities.

Bourne End, Uk

Pension scheme accounting, scheme related M&A and sale/disposal work, regular site visits to promote in-house Defined Benefit and Defined Contribution company pension schemes and various other projects as member of the in-house Pensions Department.

Economics

Education record