Expert Wealth Management
Kevin Anderson DipPFS is a seasoned financial professional currently serving as a Senior Paraplanner at Expert Wealth Management since July 2023, where responsibilities include client engagement, research, and suitability reporting. Previously, Kevin advanced from a Trainee Paraplanner to a Paraplanner at Courtiers, honing skills in research and report writing. With a diverse background in finance and engineering, including roles at Continuum, Kuehne + Nagel, and Schlumberger, Kevin has demonstrated proficiency in financial planning, client onboarding, and engineering services. Kevin holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a Master of Science in Finance from Oxford Brookes University, complementing ongoing education in Private Client Investment Advice and Management with The CISI.
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Expert Wealth Management
Founded in 2004 by Jonathan Hunt and Dom Spalding, Expert Wealth Management is a Chartered and Accredited Financial Planning Firm based in Witney, Oxfordshire. We started out with the aim of providing tailored, comprehensive, relationship-focused advice to our clients, and we’re proud to say that’s never changed. We’re here to be your trusted partner, now and in the future.