We have a team of four financial advisers, each of whom are qualified to Diploma level. Three of our team are working towards their level 6, Certified Financial Planning qualification. We work on a team basis and where it is appropriate your lead adviser will refer you to a colleague for a specific project. We also aim to work with your other professional advisers where appropriate, such as on Estate related and tax issues.
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He has an academic background in Financial Services having completed the Financial Services degree at University. Michael is one of just over 900 advisers in the UK to have completed the CERTIFIED FINANCIAL PLANNER certification. This certification demonstrates commitment to the profession of Financial Planning.
Laura graduated from Strathclyde University with a BA Honours in English Literature and then moved into financial services. Whilst continuing her studies to qualify as a financial adviser Laura worked in a variety of roles within the industry gaining experience in various areas.
Laura is Level 4 qualified and holds the Chartered Institute of Insurance Diploma in Financial Planning and is currently working towards gaining her Certified Financial Planner with the Institute of Financial Planning.In addition to the above, Laura holds various other qualifications including the Advanced Diploma for Pensions and the Society of Trustees and Estate Practitioners Financial Services Certificate.
Laura is Level 4 qualified and holds the Chartered Institute of Insurance Diploma in Financial Planning and is currently working towards gaining her Certified Financial Planner with the Institute of Financial Planning.In addition to the above, Laura holds various other qualifications including the Advanced Diploma for Pensions and the Society of Trustees and Estate Practitioners Financial Services Certificate.
Chris is a Director in the business following its formation in 2011. After attending school and university in Glasgow, Chris entered financial services. Apart from advising clients he has worked in consultant positions for several large insurance companies such as Zurich and Scottish Widows.
Additionally he holds a range of advanced qualifications including the Society of Trustees and Estate Practitioners Financial Services Certificate, the Equity Release and Long Term Care qualifications, pension qualifications, as well as the CII Mortgage Advice Qualification.Chris advises a range of clients of all ages.
Additionally he holds a range of advanced qualifications including the Society of Trustees and Estate Practitioners Financial Services Certificate, the Equity Release and Long Term Care qualifications, pension qualifications, as well as the CII Mortgage Advice Qualification.Chris advises a range of clients of all ages.
Kelvin Financial Planning provides services to a wide range of clients. Our client service options aim to be inclusive, offering service options that meet client needs at a transparent price. Our clients share common goals - a desire to plan for an immediate or future event. That may include long term pension planning and investment advice or shorter term mortgage advice.
Kelvin Financial Planning works on an independent, fee basis. Like you, we work for the benefit of our clients without conflict of interest or bias from any outside organisations. We take pride in our professional relationships and aim to be an easy partner to work with. With this in mind we have excellent systems in place to share information in a timely manner.
Reviews (1)
Jim Smith
Jan 30, 2020
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