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Lichfield independent financial adviser wins Retirement Planner of the Year award

Kevin M Jenkins (right), Independent Financial Adviser with Key Financial Management receiving award

Kevin M Jenkins, an independent financial adviser with Key Financial Management, won the Retirement Planner of the Year award at the annual 2plan Wealth Management awards ceremony.

Key Financial Management is a trading name of 2plan Wealth Management and the award was voted for by a panel of judges from 2plan Wealth Management which included Chris Davies, managing director, Julie Darlington, regulatory director and Paul Saville, training and competence manager.

Kevin won the award as he was best able to demonstrate that his clients are treated fairly with a broad range of quality advice and are supported with excellent administration and documentation. In addition to the quality of advice provided, the award plays testament to Kevin’s advanced understanding of the complex regulation associated with the financial services industry.

Commenting on his award Kevin said: “It is an honour to win this award as 2plan Wealth Management is one of the top two independent financial advice firms in the UK and means that I was up against some serious competition. It was particularly pleasing to gain recognition from the senior management team for the high professional standards which I am continually striving for.”

Chris Davies, managing director of 2plan commented: “Kevin’s business ethos exactly matches that of 2plan Wealth Management in that he always places his clients’ interests ahead of everything else and I am delighted that Kevin is continuing to expand his client base under the 2plan umbrella.”

Kevin Jenkins is a Lichfield based independent financial adviser who provides advice independently of any financial services company such as a bank or insurance company, which means that all recommendations of financial products and investment funds are from the whole of the market.

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1 Comment

  1. John Kohl

    19th January, 2011 at 12:21 am

    Congratulations to Kevin! That’s quite a prestigous award and he well deserved it.