Kevin Kennard

Profile Summary

I am an experienced financial adviser dedicated to helping my clients achieve their long-term financial goals. I work closely with each person to understand their current situation, priorities, and aspirations, so I can create tailored financial strategies that are practical, clear, and effective. My aim is to make sure every plan is both realistic and ambitious, giving my clients confidence in their financial future. Being married with five teenage children, I also understand the challenges of balancing professional and personal life. I believe that real financial progress is difficult without a solid plan, and I focus on guiding my clients every step of the way so they feel informed, supported, and empowered to make the right decisions.

Investment & Financial Services Offered

Who Kevin Kennard Works With

Kevin works with high-performing professionals from the business, music, and sports industries, helping them develop robust financial plans while managing demanding careers. He also works with clients who want to optimise their investments, pensions, retirement planning, and wealth protection. He focuses on understanding each client’s unique circumstances including their past experiences, existing assets and liabilities, and long-term goals to build personalised, efficient, and effective medium-to-long-term plans that align with their lifestyle and ambitions.

Investment Philosophy & Approach

Kevin’s investment philosophy is centred on creating well-structured, diversified portfolios tailored to each client’s goals, risk tolerance, and time horizon. He believes in building long-term strategies that focus on sustainable growth rather than short-term market timing. He takes a cautious and informed approach to alternative investments, recognising that these can be high risk and illiquid, with potential gains and losses, and that investors may not recover the full amount invested. His aim is to integrate these carefully, where appropriate, as part of a balanced strategy, ensuring clients’ wealth is protected and positioned for growth over time. Regular reviews and clear communication are central to his approach, helping clients stay confident and informed as markets and personal circumstances evolve.

Fees & Charging Structure

Kevin’s fees are tailored to each client, reflecting their individual needs and the level of advice required. All charges are agreed upfront and only applied with your explicit consent. For an accurate estimate, clients are encouraged to contact Kevin to discuss their specific circumstances and the type of advice they require. Investment and Pension Advice Fees for investment and pension advice are usually based on a percentage of the amount invested or transferred. Typically, this ranges between 1% and 3%, depending on the size of the investment. Ongoing Advice If you opt for regular, ongoing advice and reviews, an additional annual fee may apply, generally between 0.5% and 1% per year. Alternative Fee Arrangements Some clients may prefer advice charged via an hourly rate, a fixed fee, or a combination of fee types, depending on the work involved. Payment Method and Transparency Fees are typically deducted from your investment or pension pot for convenience. Since 2012, advisers are no longer permitted to receive commissions from investment or pension providers, meaning Kevin is paid solely by his clients. This ensures advice remains independent and aligned with your best interests.

Areas Served

United Kingdom nationwide, Willing to travel to meet clients up to 50 miles from WC1V 7JZ.

Frequently Asked Questions