Kevin Munro
DipPFS Cert CII (MP)
Kevin Munro Financial Planning evolved out of Kevin Munro Financial Services, when it's Principal Kevin Munro accepted an invitation to join St. James's Place. Prior to this, the practice was operating as an Appointed Representative for over 30 years.
With offices in Comber, Newtownards, we are able to provide advice to clients across the Province as well as the UK.
About
Based in Comber, I provide wealth management advice to clients both locally, and more widely throughout the UK. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
As a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning. Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I am a keen Bee Keeper and own a couple of horses that specialise in “eventing”.
Testimonials
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.
