Kevin Robins - Financial Adviser

Having worked in the Financial Services industry and Wealth management for over 10 years, I have an array of expertise and experience specifically in Investment Planning, Pensions and Protection insurance.

Putting clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. In my experience, no client is the same and therefore I ensure I fully understand both personal or business objectives and deliver the right solutions.

I do not provide off the shelf solutions, but I offer the benefit of a single relationship for all of your financial planning needs. I strive to offer the very best service to develop a long term relationship with each and every client.

My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.

Kevin Robins Financial Adviser

Areas Served

  • All of UK
  • South Wales

Kevin Robins - Financial Adviser

Kevin Robins - Financial Adviser

Having worked in the Financial Services industry and Wealth management for over 10 years, I have an array of expertise and experience specifically in Investment Planning, Pensions and Protection insurance.

Putting clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. In my experience, no client is the same and therefore I ensure I fully understand both personal or business objectives and deliver the right solutions.

I do not provide off the shelf solutions, but I offer the benefit of a single relationship for all of your financial planning needs. I strive to offer the very best service to develop a long term relationship with each and every client.

My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.

Areas Served

  • All of UK
  • South Wales

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Kevin Robins - Financial Adviser

"What were the circumstances that caused you to look for a financial adviser? Redundancy and pension How did Kevin Robins help you? Give me excellent service and advice Have you seen the outcome you were hoping for? Yes very pleased with the outcome What could they have done better? Nothing I found his advice and service excellent"

My clients say...

Kevin Robins - Financial Adviser

"As a business owner, I needed some advice on pensions as I had never had a private pension and needed to get one in place. How did Kevin Robins help you? Kevin gave me options on what pensions were available and the best option for myself. Have you seen the outcome you were hoping for? Yes, I am now on a very good pension that suits my needs. What could they have done better? Nothing at all, I am now looking for more advice and to look at another pension for my wife and some investment options."

My clients say...

Kevin Robins - Financial Adviser

"What were the circumstances that caused you to look for a financial adviser? I was looking to move my work pension to a fund that could improve the value How did Kevin Robins help you? Kevin explained the options and made the process easy. Further to this Kevin then advised on moving my money to another investment portfolio and again it made sense and was an easy successful process Have you seen the outcome you were hoping for? I have seen good growth so far What could they have done better? Currently no suggestions as everything was explained well and the transfer was made easy"