Advison

Our Advisers

Kevin-MinterKEVIN MINTER B Hum (Hons) Dip PFS ATT

Kevin has been involved in the financial services industry for over 30 years. His main areas of expertise are investments, Inheritance Tax mitigation (including general taxation and trust areas) and retirement planning.

Kevin has published numerous articles in the financial press and has also appeared on television to provide expert opinion. Unusually for an IFA, Kevin is also a member of the Association of Taxation Technicians. Kevin has previously been voted National Estate Planner of the Year by Planned Savings magazine.

Andrew JonesANDREW JONES BA (Hons) Dip PFS

Andrew started his career over 30 years ago working for an investment house in London. Since then he has gained invaluable experience in both investment and general financial planning and he has been an IFA for 25 years. His qualifications include the Chartered Institute’s Advanced paper – Investment Portfolio Management.

Andrew’s knowledge and experience have led to several television appearances and he has been regularly quoted in the national press for many years.

  

Trusts, Taxation and Estate Planning advice are not regulated by the Financial Conduct Authority.