Kevin is a highly regarded financial technician who specialises in retirement planning solutions and wealth protection. During his eight years at Ernst & Young Financial Management, he became one of the top 5% qualified financial planners in the country and managed the technical departments of offices throughout the North of England and Scotland.
Seeking a new challenge, Kevin became MacIntosh James & Partners’ technical director in 2010. This role involves him providing individually tailored financial planning solutions and advice to business owners, partners and company directors. Kevin is also the company’s pension transfer specialist, a chartered financial planner and part qualified from the Pensions Management Institute.
Kevin Finlayson – Technical Director direct line 0113 218 2609 email firstname.lastname@example.org