As Managing Partner, my role includes the supervision and monitoring of my team of Wealth Managers based throughout Europe and the US.
The goal is to assist as many clients as possible in better understanding cross border financial regulations, liabilities and of course opportunities for financial growth. Based on client first, we strive to protect and build on the financial achievements our clients have already put in place.
My overseas career began in Frankfurt Germany 11 years ago, followed by a period in Spain when I headed up our Client Services Team for a year. Focusing on developing lasting relationships, many of my clients have remained with me until the present day. I then returned to run operations in Germany for 3 years before again returning to Spain.
In July 2020 I took the decision to help create Private Client Consultancy and we haven´t looked back since. Ninety nine percent of my clients followed me which is testament to my approach to prioritising my clients above anything else. I take great pride in what I have achieved to date for my clients and will continue to do the same until I finally put my pen to rest.
Whilst very focused during working hours, I am a family man who aspires to enrich the lives of my wife and children. Football is my great sporting passion, and I have witnessed my team Man Utd achieve incredible highs and lows.
However, as I get older, Tennis and Padel have become my sports of choice, along with the occasional wine tasting! I love what I do because I have helped so many clients reach new goals.
Financial planning may not sound interesting, but helping others better understand their options, helping them protect their assets for themselves and their loved ones, allowing them to make more informed choices is what I´m passionate about.
Kevin Birtles
Role: Managing Partner & Sales Manager
About Kevin Birtles
As Managing Partner, my role includes the supervision and monitoring of my team of Wealth Managers based throughout Europe and the US.
The goal is to assist as many clients as possible in better understanding cross border financial regulations, liabilities and of course opportunities for financial growth. Based on client first, we strive to protect and build on the financial achievements our clients have already put in place.
My overseas career began in Frankfurt Germany 11 years ago, followed by a period in Spain when I headed up our Client Services Team for a year. Focusing on developing lasting relationships, many of my clients have remained with me until the present day. I then returned to run operations in Germany for 3 years before again returning to Spain.
In July 2020 I took the decision to help create Private Client Consultancy and we haven´t looked back since. Ninety nine percent of my clients followed me which is testament to my approach to prioritising my clients above anything else. I take great pride in what I have achieved to date for my clients and will continue to do the same until I finally put my pen to rest.
Whilst very focused during working hours, I am a family man who aspires to enrich the lives of my wife and children. Football is my great sporting passion, and I have witnessed my team Man Utd achieve incredible highs and lows.
However, as I get older, Tennis and Padel have become my sports of choice, along with the occasional wine tasting! I love what I do because I have helped so many clients reach new goals.
Financial planning may not sound interesting, but helping others better understand their options, helping them protect their assets for themselves and their loved ones, allowing them to make more informed choices is what I´m passionate about.