Kevin Hepworth
DipFA CertPFS, SOLLA
My emphasis is on maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I aim to be the first point of call for all my clients whenever the need arises to seek financial guidance and provide support to help take away the frustrations of financial planning.
About
I have worked in Financial Services for 30 years and use the experience I have gained to provide bespoke, broad-based advice tailored entirely to your individual needs and financial goals.
As an Associate Partner of St. James's Place with offices based in Holborn, London, I provide wealth management advice to individuals and businesses in and around the City of London and the South East, Kent and Surrey. My clients are varied and range from company directors, skilled professionals to self-employed or retired. The common need is for someone to help in finding practical solutions to the financial issues that concern them the most.
My advice is tailored to meet each client's personal and/or business objectives and covers all areas of wealth management, including phased solutions to meet changing needs through life and business events to retirement planning. I also work in the IHT Estate Planning & Long-Term care planning areas of financial advice.
Outside of my business, I have four children & three grandchildren, who keep me very busy. I am a keen (veteran) footballer and walker, enjoy being a spectator at most sporting events and balance this with my enjoyment of music & dining out. I also enjoy travelling around the UK and further afield around the world.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 24/03/2023
The Partner 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.
