Kevin’s career in financial services started in 1981 when he joined NatWest Bank. During his nine years with the company he gained experience and qualifications across all aspects of the business and achieved the professional qualification of Associate of the Chartered Institute of Bankers.
Ready for a new challenge, Kevin made the move to financial planning in 1990, initially with Abbey Life, where he met future business partner David Herbert. Together, they branched out to form Herbert Scott & Co in 1996, which was eventually to become Herbert Scott Ltd.
Kevin is committed to ongoing professional development and in 2004 was awarded Fellowship of the Personal Finance Society, the highest financial planning designation available to practitioners in the UK. The following year he became one of the first professional advisers to be awarded Chartered Financial Planner status. Kevin is experienced in all areas of financial planning and has particular expertise in estate planning, trusts and tax. He is a registered Society of Trust and Estate Practitioner.
Born and bred in Lewes, Kevin is a familiar figure in the local community. His local interests are diverse and range from trustee of the charity, Patina Lewes, to playing bass guitar in a covers band and riding his Harley-Davidson.
“When David and I set up Herbert Scott in 1996 we knew we wanted the firm to succeed well into the future, beyond our own retirement. We knew we’d have to invest heavily in the firm to achieve this and build a team to provide the highest quality client experience. We embrace new technology and we’re constantly on the lookout for innovative ways to deliver a superior service. At the heart of this is our desire to help our clients plan properly to enjoy the life they want for themselves.”
The Financial Conduct Authority does not regulate taxation and trust advice.
