Kevin Bowen DipFA MLIBF - HCR IFA

Kevin Bowen DipFA MLIBF

About me

I am an Independent Financial Adviser providing ongoing bespoke advice on investments and retirement planning for existing clients, many of whom I have had a long standing relationship with.

My History

I have been in the financial services industry for over 48 years after starting my career with Lloyds Bank in 1974, for whom I later became a financial planning consultant in 1988. I was responsible for providing advice on the bank’s investment, insurance and mortgage products to the customers of 10 branches in North Essex. After gaining 8 years experience in this role I joined Standard Life in 1996 as a financial consultant to service and advise both personal and business clients. I had a very successful career with Standard Life, culminating in the achievement of being recognised as their top UK Consultant in three consecutive years to 2003.

I joined HCR in 2004 to develop my career as an Independent Financial Adviser and I now specialise in providing advice to individuals on investments, personal pension arrangements and inheritance tax planning.

My qualifications

  • Diploma in Financial Planning
  • Institute of Financial Services Advanced Level 4 Diploma
  • Financial Services Regulation & Ethics (FSRE)
  • Advanced Financial Advice (AFA)
  • Financial Planning Certificate (FPC)

 

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Copyright HCR IFAs Ltd 2022

HCR Independent Financial Advisers Limited is registered in England and Wales. Company number 04463931

Registered address: 2 Crown Buildings, The Green, Chingford, London E4 7EX

Trading address: Suite 5 First Floor, Foremost House, Radford Way, Billericay, Essex CM12 0BT

Authorised and regulated by the Financial Conduct Authority under reference 216219

Using the FCA Firm Checker tool you can check that we are authorised and also have the permissions to provide the services you want.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

Not all products and services offered are regulated by the FCA. For further information and to check each firm’s registration details, please visit the FCA using the link below.

The Financial Conduct Authority is the main regulatory body for the financial services, general insurance and healthcare industries http://www.fca.org.uk/

The Financial Ombudsman Service provides consumers with a free, independent service for resolving disputes with financial firms http://www.financial-ombudsman.org.uk/

If you have any questions relating to the information contained in this page, please contact us at enquiries@hcrifa.co.uk

Should you wish to make a complaint about any aspect of the service we provide to you, you can do this by writing to enquiries@hcrifa.co.uk or by telephoning us on 01277 824744 where we will try to resolve your concern at the earliest time possible. A summary of our internal complaints handing procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financialombudsman.org.uk or by contacting them on 0800 023 4567

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