Kevin White

I provide independent advice on pensions and investments, catering mainly for expats looking for pension and education fee planning. All advice is without obligation and I look at building a customer base which will grow and develop over the long term. I personally have over 10 years experience in Financial Planning both in the Uk and also offshore.

My role involved providing independant mortgage and protection advice to clients purchasing property and remortgaging to raise finance. I also provided advice on pensions and investments as well as business protection and personal protection.

Providing Financial Advice to clients and managing a team of Mortgage Advisers to achieve goals and targets. Most advice was given to clients purchasing property in the UK.

Part of one of the largest banks in the UK, my role was to provide Mortgage advice to clients. I also managed a team of 6 advisers who were set targets and goals. Advice was also given on protection and bank services.