Kevin Rowntree

Independent Financial Advisor

Contact details:

Office(s):
Taunton
Telephone:
07736 430139

Working hard to help clients resolve their financial planning issues, Kevin is driven by helping the businesses and individuals he works with to achieve their objectives using his carefully tailored approach.

Kevin predominantly works with teaching professionals on their retirement plans but also assists company directors and high net worth individuals with their pensions, savings and investments.

Kevin has spent more than two decades working in the financial services industry, becoming an Independent Financial Advisor in 2012 and later joining Milsted Langdon Financial Planning in 2016.

Always finding new ways to help his clients, he often goes above and beyond to support his clients with their financial concerns.

Kevin is a Chartered Associate of the London Institute of Banking and Finance and holds the Award in Pension Transfers and Certificate in Long Term Care and Later Life Planning accreditation, as well as the Advanced Diploma for Financial Advisers.