If you're expecting a firm of advisers who promise they'll meet you once a year but then aren't seen for dust, use lots of technical jargon and don't know what customer service is, don't read on. We're probably not for you.
However, If you want advisers who give a meaningful service and passionately believe that their role is to help their clients keep their finances in better shape, run better and more profitable businesses, and are fun to be involved with – please read on!
Launched in January 2000, we are a firm of impartial Financial Advisers, choosing to serve individuals and business owners who are serious about their money. Most people face many of the same issues: not enough time, can’t work with their boss, can’t get the right people to do the work needed at their firm, turnover isn’t increasing, profits are too low, pay too much tax, cash flow problems, stress and more stress.
The trouble is, if the same things are done year after year, the results are highly likely to be the same. Unless something changes, problems won’t go away, they’ll get worse. And the enormous potential that is in every person and business will not be fulfilled, meaning you won’t get the freedom and enjoyment you crave, not to mention the financial rewards that you deserve.
Follow the links around our website to see how we can help you change to move you from where you are now, to where you really want to be.
Here at Financial Resolutions, we work as a team to ensure all your needs are catered for.
As well the relationship you will have with your Financial Adviser, you will also have experienced individuals working behind the scenes to help you to achieve your goals and targets. Our well resourced Support Team take care of all the administration as well as research and reporting.
Kevin is a joint director of the Company and one of the firm’s Financial Advisers. Kevin started out in the industry with Midland Bank (now HSBC) in 1985, continuing his employed finance career through First National Bank, Credit Agricole, Black Horse Agencies and Royal & SunAlliance, before taking the plunge to set up his own business Financial Resolutions in the year 2000. Kevin has progressed up the Financial Services ladder from a predominantly mortgage advice starting basis, culminating to the present day where he advises both businesses and individuals on a multitude of financial planning needs. Kevin has recently taken and passed a number of industry examinations to gain him the Diploma in Financial Services - a kitemark required by all in the industry to maintain their investment and pension licence since the beginning of 2013.
Anita is also joint director of the Company and Practice Manager, and started the Company up with Kevin in 2000. Anita started her career working in the City of London for a number of London finance houses between 1989 and 2000 working within the Foreign Exchange and Securities industries. Anita is instrumental in the smooth running of our administration dept, as well as being hands on with clients business applications and the preparation of client investment reviews and reporting. In terms of sporting allegiances, Anita supports......shopping! One of her main challenges is to minimise the football banter and discussion between the 2 male members of staff.
David joined the firm in 2006 as a trainee financial adviser, following the completion of his University degree. David passed his mortgage & general insurance exams in 2008 and has gained a vast amount of experience and knowledge in this field to date. David currently specialises in mortgage and personal insurance advice services for our clients.
Kerry joined the firm in 2013 after a career break, and moved seamlessly back into a key administration role with our firm. Kerry had previously built up a 10 year financial services career across various sales support, compliance and paraplanning roles, working for the likes of Scottish Equitable and Lincoln Financial group along the way. Kerry is married with 2 young daughters, and enjoys mountain biking and walking her dogs!
"Kevin is a clear and structured thinker, with a warm personality and a sense of humour - a combination which allows him to provide a friendly and people-oriented service to his clients, When working with him for mutual clients, I have always been impressed with his ability to hone in on what is the most important matter, and then provide the right solution."
"I would recommend Kevin to anyone. His work on sorting out my pension and other financial advice has been invaluable especially when you consider the financial environment we are now working in with all the problems in the Eurozone."
"Kevin has been my financial advisor since 2006. I have always found him to be very helpful and reliable."
"Kevin is one of those people that exudes professionalism. He is personable, reactive and most of all in his profession, extremely successful at what he does - hence making his clients very happy. The knowledge he passes to his customers is delivered in a manner that is accurate, succinct and comprehensible. His monthly bulletins are always worthy of note and give really good sound advise just when it’s needed especially in this rapidly changing financial world at present. Kevin is happy to advise on anything from a simple ISA right through to the most complicated of Mortgages. He invests in his people and delivers when he says he will. Kevin is one of the best in his industry and I have always been happy to recommend Kevin to all our staff, friends and family alike."
Martin Gilsenan, Sales Director, Omni Capital (business partner)
“Kevin is a hugely experienced and ethical business professional and someone I have had the pleasure of knowing for many years. He has a meticulous approach to problem solving and a passion and drive that not only establishes new relationships, it also maintains and develops existing ones. A colleague and a friend.”
