Kevin McCarten

Experience

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  NatWest

  Jan 2003 - Jun 2008

  Following successive promotions and larger branch responsibilities as a Bank Branch Manager, I was recruited into the Bancassurance business at NatWest. My responsibilities included...* Providing a holistic approach to financial planning for individuals. * Dedicated point of contact for clients wishing to explore effective management of their savings, investments, pension needs and family protection requirements.* Efficient management of branch teams to support the role of financial planner and enhance the relationship between the client and the Bank. Show less

  • Financial Planning Manager

    Nov 2006 - Jun 2008

  • Bank Manager

    Jan 2003 - Nov 2006
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  Banco Santander

  Jun 2008 - Jul 2013

  Client Relationship Manager

  • I was an integral part of the Liverpool region advice team that developed and delivered the strategic direction of the advice business across Liverpool and the Wirral.• I was responsible for developing a targeted and focused plan to deliver services to clients. This included a number of small and large scale direct marketing campaigns, supporting the national Santander advertising programme.• Devised and implemented a strategy for profiling and segmenting clients that resulted in funds under management taken from the near £500k in 2008 to over £8m in 2013 as more clients used my services. Show less

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  St. James’s Place Wealth Management

  Aug 2013 - now

  Financial Consultant & Co. Director, HWL Wealth Management Ltd Partner Practice of St. James's Place

  As a Financial Consultant for HWL Wealth Management Ltd, the emphasis is on building, developing and maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.At HWL Wealth Management, we were delighted to have been invited to become representatives of St. James's Place Wealth Management. A FTSE 100 company, recently awarded:-* 'Best Financial Adviser' 2020 at the Personal Finance Awards as well as * 'Best Wealth Manager' 2020 by Shares Awards... ... the company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. Read more about us at www.hwlwm.co.uk Show less