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Kevin Forbes FPFS Chartered MCSI

Chartered Financial Planner

Chartered Wealth Manager

Principal

 

 

 

Kevin entered the financial services industry in 1990 working at Liverpool Victoria, then at Abbey Life where he undertook a number of positions including Branch Manager. In 2001 Kevin set up his own business as an IFA and has specialised in the pension arena where he holds several qualifications.

Kevin is married and has two daughters. He is interested in football and cricket and has two dogs that take up the majority of the family spare time!


Kevin currently is Chairman of the Hampshire & Dorset Region of the Personal Finance Society (PFS) - the largest professional body in Financial Services and is a volunteer for The Pensions Advisory Service. 

 

He is a Fellow of the Personal Finance Society (PFS) , a Chartered Member of the Chartered Institute Of Securities and Investments and holds the following professional qualifications:

 

Fellowship

Chartered Financial Planner

Chartered Wealth Manager

 

FPFS - Chartered Fellow Personal Finance Society

APFS - Personal Finance Society Advanced Diploma

AF1 - Personal tax and trust planning

AF2 - Business financial planning

AF3 - Pension planning

AF4 - Investment planning

AF5 - Financial planning process

 

Diploma in Financial Planning

 

J01 - Personal tax

J02 - Trusts

J03 - The tax and legal aspects of business

J04 - Pension funding options

J05 - Pension and income options

J06 - Investment principles, markets and environment

J08 - Financial planning practice

J10 - Discretionary Investment Management

 

R01- Financial services, regulation & ethics

R05- Financial protection

RO8- Pension Update

 

CF2 - Investment and Risk

 

Financial Planning Certificate 1, 2 and 3 (CII)

Certificate in Discretionary Investment Management

Certificate in Life & Pensions