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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