As the Sales Manager at Private Client Consultancy, Kevin Birtles is responsible for leading the sales team and providing financial services to clients across the EU and Switzerland. With a client-first approach, Kevin ensures that each service or strategy offered is tailored to the specific needs and goals of the client. His philosophy is simple: If a solution isn’t right for the client, he won’t recommend it.

Kevin brings over 10 years of experience in financial planning, with personal expertise in areas such as pensions, investments, tax planning, and protection

Today, he continues to prioritise client needs, ensuring that every financial strategy is designed with the client’s best interests in mind.

Kevin enjoys the dynamic nature of his role, with every client interaction offering new challenges and opportunities. He finds it especially rewarding to see clients react positively to the tailored strategies he helps implement. Outside of work, Kevin enjoys sports, particularly football, tennis, and padel, staying active in both watching and playing.