Steven entered in to the world of Financial Services in 1984 & has devoted his entire working life to this profession. Over the years he has developed from an adviser having previously worked for some of the most recognized Insurance Companies and High Street Banks, formerly Managing Director of Stockman Financial Solutions Ltd – which has now Integrated with KMC Wealth Management.
Fiona has over 12 years’ experience providing excellent customer support within the financial services industry. Fiona is an experienced Paraplanner, Client Account Manager and specializes in providing support to the Partners of KMC Wealth Management, building financial planning reports and managing the administration for business processing of financial products.
Orann entered the Financial Services Profession in January 2020, and has 5 years’ experience of providing excellent customer service. Orann has experienced Paraplanning abilities and holds a BA Hons in Accountancy and Business Management and is a MSc Risk and Investment Management.
Orann is focused on developing specialist knowledge and covers the broad spectrum of financial planning to include:
* Protection Planning;
* Investment Planning;
* Retirement Planning;
Orann will also be providing Mortgage Advice in the coming months and is working toward the Level 6 Advanced Diploma in Financial Planning.