Kelvin’s career spans over 25 years in financial services. Starting in 1992, following in his father’s footsteps, Kelvin became the youngest regulated financial adviser in the UK at the age of 18. He has worked for some of the largest Mutual Insurance Societies and Banks in the UK, and has been an Independent Financial Adviser since passing his Diploma in Regulated Financial Advice in 2012. Kelvin believes his success is down to building a mutual trust and understanding of his client’s needs and aspirations, this has enabled him to develop long standing relationships between him and his clients. In 2017, Kelvin took the decision to join Cheetham Jackson as he felt that their beliefs and values mirrored his own. He lives in Cleveleys, on the Fylde Coast and enjoys spending time with his sons, family, and friends. He has a passion for darts and ten pin bowling and is also an avid Liverpool fan. Kelvin is working his way towards Chartered status and is committed to delivering all round holistic financial advice to every client he meets.
Tom has over 8 years of experience within the insurance industry. He spent several years providing support for a large law firm dealing mainly with personal injury claims. He then moved into the financial sector working with one of the largest providers of life insurance, Aegon, for a number of years before making the switch to Cheetham Jackson.
Since being appointed Client Fulfilment Guardian at Cheetham Jackson in June 2017, his main focus has been to manage a successful office and to ensure the that each client’s journey is a smooth one and to take away their financial worries.