Kevin's clients, some of whom had been with Kevin since very soon after he started and also advising the next generations of their families.

Kevin was an independent spirit, dedicated to learning more in order to look after his clients and to helping other advisers. He spent five years running a highly effective Training and Motivational course for advisers and Roger is lucky to have had unlimited access to his technical knowledge and his mentoring when he chose Wealth Management as his career. Kevin believed Roger should know all aspects of the business ensuring that he not only advised clients but experienced paraplanning and the administration side of it.

Whilst we believe that Kevin would never have totally retired, partly due to his health we were planning a phased transfer of the business to Roger to be completed in 2020. Sadly, events overtook us before the plan could be put into effect. We trust that we will always live up to his principles.