Kevin Broadbent

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