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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Kevin Motion

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Wealth Planner

I hold the diploma in Regulated Financial Planning and specialise in providing financial advice in areas such as pensions, retirement, investments, inheritance tax and protection. I work with my clients to help them make sense of their finances, understand their priorities, and design a plan to reach their financial goals, both long and short term. Whether these goals involve paying for a child’s education, retiring comfortably, or passing on wealth, I will work with you to deliver the best financial advice to meet your objectives.

Location: Edinburgh

A bit about me:

My main enjoyment outside of work is spending time with my wife and two young children. I also really enjoy travelling and playing golf and football.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

For me, in my role as a wealth planner, a can-do attitude is not just about having financial knowledge; it's a holistic approach that combines technical expertise with the personal touch and a commitment to building valued relationships with my clients which enable them to live the life they want to.

Contact:

View Kevin Motion's profile on LinkedIn

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.