Anna Kember and Kevin Quinn are experienced local financial advisors. With over 18 years of combined experience of providing advice, and over £95 million of client’s funds under management, they are well-placed to provide you with expert, tailored financial advice.
Anna and Kevin pride themselves on providing a thorough, consistent and reliable service, with experience, knowledge and trust at the core of everything. All initial consultations come with
no obligation to the client, so you can easily discuss your
• Financial Investments – ISAs, unit trusts, investment bonds & more
• Retirement planning – Pensions, annuities, SIPPs, flexible drawdown & more
• Savings Maximising interest rates & a cash management service provided by Flagstone*
• Protection – Life, critical illness & whole of life cover; income protection, business protection (Please Note: that this service is by referral and is separate and distinct to those offered by St. James’s Place Areas of expertise circumstances and questions).
A visit to their website will show you a series of testimonials from professionals and long-standing clients, demonstrating a high level of client satisfaction with the service and advice they provide. One client in Garstang says: “When facing big life changes, I felt listened to and my needs prioritised
in line with such changes. I am confident that the advice given is sound and I trust my best interests are put first.” With the majority of their clients in the North West, they have respectively been with Adamson Ross Ltd. since 2013 & 2016. Both are members of the Chartered Insurance Institute. Preston-based
Anna started working in financial services in 2013 after graduating from the University of Huddersfield. Kevin started working in financial services in 2003 after graduating with a degree in ‘Accountancy & Finance’. They both have experience in all areas of financial planning. They are each committed to their respective families, and have adopted a family-orientated culture at their practice and within their team. They treat clients fairly and put their clients’ goals and objectives at the forefront of the advice they provide. They understand the need of families and businessowners alike, and this makes them a great choice for any of your financial planning needs.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Please note that SIPPs are suitable only for those willing to make their own investment choices and will not be suitable for everyone. Adamson Ross Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management
products and services, more details of which are set out on the group’s website www.sjp.co.uk/aboutst-james-place/our-business/our-products-and-services.
The ‘St.James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Adamson Ross Wealth Management is the trading name of Adamson Ross Limited.
