Kevin Tse
Chartered Financial Planner
About me
I have been in the Financial Services industry since 2011, having worked in both retail and private banking. I am a Chartered Financial Planner, which demonstrates my commitment to the industry.
I work with a variety of clients from all walks of life, as I pride myself on really getting to know them and finding out any passions and motivations. Financial Planning to me, is working together to ensure my clients can afford to live the life they want, whilst utilising tools such as maximising available tax allowances. I cover all areas of Financial Planning, including investments, inheritance tax and retirement planning.
My wife and I have two young children, so our weekends are mostly spent exploring the outdoors and ensuring we have packed enough snacks.
Location
West Midlands