Kevin Herron

1. Your professional background
My first job in the financial services industry was working in the Group Pensions department with Clerical Medical in 1998. Since moving to the South East in 2001, I’ve worked with several financial advice firms in admin, advisory and technical roles. I am Chartered Fellow of the Personal Finance Society and I am currently working towards obtaining Diploma status with the Society of Trusts & Estate Practitioners (STEP).

2. Specialist areas of interest and expertise
Pensions and estate planning.

3. Why did you join Buckingham Gate?
I joined the company in 2014 when the business was in its very early stages, and really wanted to work for a company that wasn’t constrained by old ways of doing things. Many firms have quite rigid processes and I wanted to have more of an input into how things were done.

4. When not at work, you like to?
When I’m not running around after my teenage children I spend my free time reading, watching movies and following the fortunes of Harlequins and Tottenham Hotspur.

5. An interesting fact about you?
Prior to my financial services career, I once spent a term lecturing 1st year nurses on Anatomy & Physiology.

Kevin’s Qualifications

Society of Trusts & Estate Practitioners (STEP)

1. Advanced Certificate in Administration of Estates
2. Advanced Certificate in Administration of Trusts Personal Finance Society (PFS)
3. FPFS – Fellow of the Personal Finance Society
4. Chartered Financial Planner
5. Advanced Diploma in Financial Planning comprising:
   G60 - Pensions
   K10 – Retirement options
   K20 – Pension investment options
   AF3 – Pension planning
   AF5 – Financial planning Process
6. Diploma In Financial Planning
   J01 – Personal tax
   J02 – Trusts
   J03 – The tax and legal aspects of business
   J04 – Pension funding options
   J05 – Pension income options
   J10 – Discretionary investment management
   R01 – Financial services, regulation and ethics
   R02 – Investment principles and risk
7. Financial Planning Certificate
   FP1 – Financial services and their regulation
   FP2 – Protection, savings & investment
   FP3 – Identifying and satisfying client needs

National University of Ireland, Galway

1. B.Sc (Hons) Degree