Kevin Robins
DipFA PETR CertLTCP
Financial Adviser with True Potential
Having worked in the Financial Services industry and Wealth management for over 15 years, I have an array of expertise and experience specifically in Investment Planning, Pensions and Protection insurance.
Putting clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. In my experience, no client is the same and therefore I ensure I fully understand both personal or business objectives and deliver the right solutions.
I do not provide off the shelf solutions, but I offer the benefit of a single relationship for all of your financial planning needs. I strive to offer the very best service to develop a long term relationship with each and every client...
My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.
- DIPFA PETR - LIBF - 01/10/2012
- PETR - LIBF - 06/06/2018
- CertLTCP - LIBF - 16/01/2021
- CeMAP® - LIBF - 07/08/2011
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
