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Kevin worked in the financial management industry for over 30 years with extensive wealth management experience alongside exceptional knowledge and understanding of NHS pension policy and final salary pension schemes.
The quality of advice available nationally regarding the NHS Pensions is highly questionable. Kevin has supported a cohort of regulated advisers to ensure they understand the complexities of the NHS Pension Scheme.
Make sure you do your homework and ensure your adviser fully understands the NHS Pension scheme.
Kevin founded RMT Financial Management Ltd in 1994 and was quickly joined by fellow Director Richard Blackett, after working as a consultant for Standard Life and then setting up a financial services division for RMT Accountants. For two decades Kevin and Richard were the driving force behind the growth of RMT Financial Management Ltd. They completed a management buy-out in 2012 and cut all ties with RMT in order to launch a new brand for their financial management business Blackett Walker. Blackett Walker became a leading independent financial adviser and wealth management consultancy with >£220 million pounds under management. After 25 years, Blackett Walker was acquired by Sanlam in March 2019. As part of the acquisition, Kevin worked as a Financial Adviser with Sanlam before stepping down from a client advisory role in 2019. Kevin remains a Director of BW Medical Accountants.
In July 2013 Kevin and members of the senior management team set up BW Medical Accountants, of which he is now a Director.
Throughout his 30+ year career, Kevin built up specialist knowledge in all aspects of wealth management. With a specialism in NHS pension policy, Kevin's expertise spanned financial planning advice for medical professionals and complex final salary pension schemes, which was arguably unrivalled nationally.
Kevin delivered pension consultancy services to Hospital Trusts, CCG's and lectured nationally to GPs, Practice Managers and Consultants. He was also a guest speaker for national medical conferences such as Pulse Live, providing specialist support and guidance on complex NHS pension changes.
Kevin worked alongside BW Medical's NHS Pension Team to develop our NHS Pension Management Service, led by Medical Accountant and mathematician Tina Milligan. It was Tina and her team who highlighted the catalogue of errors being made by the NHS Pensions Authority when issuing statements and to ensure we don't rely on their information our experts have created a forecasting tool to enable us to provide proactive advice for our clients, enabling BW Medical Clients to make informed financial decisions regarding their personal finances and gain clarity of their Annual Allowance tax position.
Skills In Focus
- NHS Pension / Final Salary Pensions
- Consultancy services to Hospital Trusts - Pension Strategy
- Retirement Plans / Early Retirement / Ill-Health Retirement (NHS)
- Wealth Management
- Investment Strategies / Portfolio Management
- Inheritance Tax Planning & Retirement Planning
- Practice Mergers & GP Federations
- Strategic Financial Planning
- Presenting on complex NHS Pension Changes
In Kevin's Words
"We like to get to know our clients as individuals and personal relationships are very important. Every client is unique, with specific needs and therefore every solution we offer is bespoke. We offer real face-to-face advice tailored to each and every client. For me the best part of the job is talking with people, finding out exactly what they want and delivering advice that I truly believe in.
"My vision for BW Medical Accountants is simple - to be the premier medical accountancy practice through the delivery of truly specialist and meaningful advice.
"Backing this vision is a team of dedicated and skilled staff who each have a wealth of experience and knowledge gained from working with medical professionals. Having known and worked together for many years, we believe that combining accountancy advice with specialist NHS pension advice provides a true one-stop solution for clients. Our service offering is unique and arguably unrivalled!"