Kevin is Divisional Manager and diploma qualified financial adviser working in and around the Yorkshire area.
With years of experience his main objective is to help people and families address their immediate needs and meet their long term financial goals.
He doesn’t use a one size fits all approach for financial planning but looks at where you are now, the plans and challenges ahead, and where you want to be in the future. To help you understand the truth about your financial situation.
Advice is provided on many areas of financial planning including protection needs including life cover, critical illness and income protection.
Kevin offers a pension review service looking at various areas including personal pensions, annuities, auto enrolment, SIPPs, pension transfers and drawdown.
Investment advice is provided from the tax efficiency of ISAs to full portfolio planning including inheritance tax planning.
Straight forward, easy to understand advice around investment, protection and retirement planning have been his core principles.
Kevin can help you with:
Holistic financial planning
Establishing and reviewing trusts
Complete personal risk management planning
Short- and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent health insurance (also known as income protection)
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Trusts are not regulated by the FCA.
Transferring out of a final salary scheme is unlikely to be in the best interests of most people.
Tax planning is not regulated by the FCA.
What people say
Hear what people have to say about Kevin Sutcliffe
Thank you for all your help in getting our affairs in order i.e. our wills, power of attorney, family trusts etc.
You must have spent a lot of time sorting all the paperwork out and visiting us to advise us and explain everything in easy to understand language.
We have got to know you very well over the last few years when you have dealt with everything for us and we now think of you as a very good financial advisor and also a good friend.
Thanks from two satisfied clients.
Jean & Adrian
Since being introduced to Kevin Sutcliffe, his advice has been invaluable. With that advice I am in a much better position financially and find myself able to relax knowing that he is there. Whenever I need advice he is quick to respond which makes for peace of mind. I would like to say a big thank to Kevin for all his help.