Kevin Wood MA Dip PFS FISMM
WOOD & ASSOCIATES WEALTH MANAGEMENT
07542 678 747
01244 311 728
Kevin P. Wood is co-founder and a Partner of Wood & Associates Wealth Management, with their friendly office based in the beautiful and historic city of Chester.
Having entered the profession in 1984, and due to living and working in the UK and Isle of Man, Kevin has amassed vast experience in both onshore and offshore financial planning, and uses this experience to help his clients in a friendly and empathetic way.
Career highlights to date include Area Sales Manager (Offshore) for Lloyds Bank Insurance Services in the Isle of Man and owning and operating a successful independent advisory practice before becoming a Partner Practice of St. James’s Place Wealth Management.
Kevin has previously enjoyed his role as President of a local Chartered Insurance Institute (CII) branch before representing his industry colleagues throughout Liverpool, Chester, North Wales and the Isle of Man on the CII’s influential Regional Council. Kevin has also been elected (and re-elected) to a local authority role and enjoys committee and charity work – especially, as he says, when the committee really are committed…
Your home may be repossessed if you do not keep up repayments on your mortgage.
Over 30 years experience
No-obligation, one-hour initial consultation
Restricted advisor
Covers Greater Manchester, Cheshire and Wirral
Areas of expertise:
Investment Planning & Savings
Retirement Planning
Retirement Income
Inheritance Planning
Mortgages
LOCATION
Wood & Associates Wealth Management
2 White Friars
Chester
Cheshire
CH1 1NZ
SERVICES
Wood & Associates Wealth Management provide a broad range of financial planning services including:
Investment Planning & Savings
Retirement Planning
Retirement Income
Inheritance Planning
Mortgages
QUALIFICATIONS
Kevin has worked as a financial advisor for over 30 years and is qualified to offer advice in a number of areas.
Master of Arts
Diploma in Financial Planning (Dip PFS)
Fellow of the Institute of Sales and Marketing Management (FISMM)
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