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Kevin Birtles
Role: Managing Partner & Sales Manager
About Kevin Birtles
As Managing Partner and Sales Manager at Private Client Consultancy, I lead an energetic sales team and provide tailored financial advice to clients across the EU and Switzerland. With over 10 years’ experience in financial planning—including pensions, investments, tax planning, and protection—I’m passionate about helping people make confident, informed decisions about their future.
My approach is simple: if it’s not the right solution for the client, I won’t recommend it. For me, it’s all about building trust and delivering strategies that make a real difference. Whether I’m helping a client plan for retirement or guiding my team to new achievements, I find it incredibly rewarding to see the positive impact of thoughtful, personalised advice.
When I’m not working, I love staying active—whether that’s playing football, tennis, or padel, or supporting from the sidelines. For me, it’s all about balance, challenge, and having fun along the way!