Kevin Jones

Independent Financial Adviser

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Key Qualifications

  • Institute of Financial Services (IFS) Diploma for Financial Advisers (Dip FA)
  • Chartered Insurance Institute (CII) Wrap and Platform Services (J11)
  • Institute of Financial Services (IFS) Certificate in Long Term Care Insurance
  • Cardiff University - Diploma in Business Administration
  • Cardiff University - Master of Business Administration (MBA)

Biography

Kevin is an independent financial adviser and is responsible for the financial planning advice to our private and corporate clients. Kevin is also responsible for the marketing functionality at Estate Capital.

Supported by the Estate Capital team, Kevin provides well researched and personally relevant advice across the whole area of wealth management investment advice, retirement and estate planning.

Kevin joined the Estate Capital team in 2017. Prior to his current role, he has worked for major national insurance companies for over twenty years, including Eagle Star and Standard Life. Most of his career has been spent developing Intermediary relationships in the areas of pensions, investments and platforms. It is this breadth of knowledge and experience that enables us to deliver a first class service to our private and corporate clients.

Kevin leads our corporate pensions team that help employers fulfil their auto enrolment duties. Kevin is also responsible to support HR and finance managers with group pension scheme joiners and leavers, as well as scheme members with transfers and retirement benefits.