Kevin Wood  MA Dip PFS FISMM

WOOD & ASSOCIATES WEALTH MANAGEMENT

07542 678 747

01244 311 728

Kevin P. Wood

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.

FCA regulated

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

retirement planning

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)

 

qualifications

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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