RESEARCH INDEPENDENT FINANCIAL SERVICES - Key Persons
Job Titles:
- Trainee Financial Adviser
Job Titles:
- PA to Managing Director
- Senior Administrator
Kevan joined the advisory staff at Research in September 2001 and has spent over 30 years in financial services.
Away from the office in addition to spending time with his family Kevan is well known locally to many Rugby fans as he is still very closely involved with West Hartlepool RFC having been a first team player and latterly a coach and in his younger days Kevan played for England Colts.
Kevan has a warm and engaging personality as many of our clients would lay testament to, and like Peter specialises in investment, retirement and tax planning.
Kevan will be delighted to meet and welcome new clients and to see the many that he looks after at present, so please feel free to get in touch.
A good team will only flourish if they work together and support a common goal. I am delighted to say that here at Research we have an experienced support team who value the needs of our clients as much as the financial advisors that the clients have a personal relationship with, many of you already know and have met support team members, for those of you yet to do so I am sure that you will be looked after by who ever you come into contact with.
Peter has been with Research since 1994 prior to that he spent almost 16 years with a leading Scottish Life Assurance society where he joined as junior administrator after leaving the 6th form. Peter became MD in 2003 when his former colleagues retired and has led his team to establish Research as a trusted, well managed company respected by many fellow professionals and also from the Accountancy and Legal professions within Darlington and beyond.
In his spare time, apart from spending time with his family, Peter enjoys cycling and has been a life long supporter of his home city club of Newcastle United.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.