Head of Bristol Discretionary & Branch Manager (Cheltenham)
Kevin has spent 28 years in the industry advising Ultra High Net Worth discretionary private clients within a leading Private Bank before moving to Rowan Dartington. During this time he has undertaken a number of different roles including managing portfolios, relationship management and as an IFA. Kevin is now head of the Bristol & Cheltenham Discretionary Office as well as a Fund Manager for his own private clients. He is a Fellow of the Personal Financial Society, Chartered Financial Planner as well as a Level 6 Qualified Member of the Chartered Institute for Securities and Investment.
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