Kevin Planner Email

Partner | IFA | Chartered Financial Planner | Financial Planning @ KD Financial LLP

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Kevin Planner's Location

Okehampton, GB

Kevin Planner's Work

Partner | IFA | Chartered Financial Planner | Financial Planning @ KD Financial LLP
Partner | IFA | Chartered Financial Planner | Financial Planning @ HICKS & MCNISH LIMITED LIABILITY PARTNERSHIP
IFA | Financial Planner | Financial Planning @ Whitechurch Securities Ltd

Financial Advisor @ Black Horse Finance
Radar Technician @ Southampton University Air Squadron

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Kevin Planner's Education

The London Institute of Banking & Finance
Level 6 (Later Life Planning)
2018 - 2018
The London Institute of Banking & Finance
Level 6 (Pension Transfers)
2018 - 2018
The London Institute of Banking & Finance
Certificate in Regulated Equity Release (Pass)
2018 - 2018

The London Institute of Banking & Finance
Taxation, Trusts and Tax Compliance (Level 6)
2016 - 2016
The London Institute of Banking & Finance
Level 6 (Managing Investments)
2016 - 2016
The London Institute of Banking & Finance
Dip FA (Financial Planning and Financial Services)
2010 - 2011
Harwich School
1975 - 1980

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Kevin Planner's Summary

Kevin Planner, based in Okehampton, GB, is currently a Partner | IFA | Chartered Financial Planner | Financial Planning at KD Financial LLP, bringing experience from previous roles at HICKS & MCNISH LIMITED LIABILITY PARTNERSHIP, WHITECHURCH SECURITIES, Black Horse Finance and Royal Air Force. Kevin Planner holds a 2018 - 2018 Level 6 in Later Life Planning @ The London Institute of Banking & Finance. Kevin Planner has 1 email on RocketReach.