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Kevin Stephenson Dip PFS (Certs ER & CF8)

Watermead House
637 Melton Road

Telephone: 0116 220 2244
Fax: 0116 220 2288
Mobile Phone Number: 0788 510 6545

Information: I have been working as a financial adviser since 1991 and as an independent financial adviser (IFA) the majority of this time. I have a broad depth of knowledge and experience. My current qualifications are as follows:

CII G10 Taxation and Trusts.
CII K20 Pension Investment Options
CII JO5 Pension Income Options
CII SV1 Investment & Savings.
CII Mortgage Advice Qualification.

CII Certificate in Equity Release (ER1)

CII CF8 Long Term Care

These qualifications are across the board and include most of the areas of financial advice.

Please contact me for any financial advice, even if it's to confirm something you think you understand, or obtain a second opinion on something or to discuss some paperwork you have received.

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If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS').  Please see the following link for further details: http://financial-ombudsman.org.uk/