Kevin O'Brien - Consultant - Manchester
Qualifications
- Chartered Insurance Institute:
- Financial Planning Certificate
Experience
Kevin commenced in the industry in 1979 as an Insurance Company Life Inspector. In 1988 he set up a brokerage in Preston.
In 1994 Kevin joined Binder Hamlyn as a financial consultant. This was followed by a move to Berry Birch & Noble in Manchester.
In 2000 Kevin opened the Daresbury office of Wentworth Rose and when it amalgamated to becom Origen he became the investment manager of a team of 10 in Manchester.
Specialisation
Kevin is a holistic financial planner specialising in investment and inheritance tax and is also involved in pre-retirement and redundancy counselling, running seminars and presentations for corporate clients and outplacement companies.