Meet The Team

Kevin Glover

Kevin is an independent financial adviser with over 23 years' experience in the financial services industry.

He was born, brought up and educated in Derbyshire. Originally from Shirley, near Ashbourne, he settled in Belper where he continues to live. Kevin is Dad to two daughters and personal interests include playing cricket, football and golf.

He has helped many types of people over the years - both young and old - to achieve some of their financial goals in life.

From the wealthy to the less affluent, Kevin knows that everyone has a financial need of some kind, whether they know it or not. It may be an area of their finances where a few minor "tweaks" are required to maximise their financial situation. In some cases there is a need for a major financial overhaul.

He enjoys helping his clients realise their financial goals, whether it is to maximise their return on their savings tax-efficiently, plan their retirement or help them save money on their mortgage. Equally it is satisfying for him to know he has helped clients protect their loved ones should the less-happy event in life occur such as unexpected illness or bereavement.

Kevin specialises in providing wealth management and retirement planning. He provides a first-class, one-to-one service to all of his clients and provides financial planning on a face-to-face basis. For Kevin, it is about building a long-lasting relationship with a client and gaining their trust and understanding of the support he can provide throughout their lives. Many of his clients like the benefit of continuity with him as their financial adviser and it also helps him ensure the service and advice is relevant for them.

Personal professional relationships help Kevin understand what a client wants, can afford and is truly comfortable with. The ever-changing financial climate and legislation opens up new opportunities for clients such as the increase to the annual ISA allowances. Pensions too have had a radical legislative overhaul in 2014/2015 which has both simplified and created further options with your retirement planning. Kevin's goal is to help improve and protect the client's financial position both now and in the future.

2012 saw further dramatic changes to the financial services industry. Commissions (payable to financial advisers) are now part of the past for advice on pensions and investment. However, some legacy contracts still pay them but they are being phased out. The Financial Conduct Authority has implemented a fee-paying system for financial advice ensuring clients know exactly what they are paying for. The emphasis is firmly on transparency for the client. This removes any doubt over what the client is paying for when they receive financial advice.

We are pleased to say that Ashbourne Independent Financial Solutions fully embraces this philosophy and is well equipped to meet the raised standards introduced in 2012.

Come along for the trip.

Antonio Bosano

Antonio has worked in the financial services industry since 1981. Born in Southampton, he has lived in the Nottinghamshire area since 1968. Married, with two daughters and two granddaughters, he understands the importance of sound financial planning!

Over the last three decades, he has held a variety of roles - pensions consultant, pension transfer specialist, IFA, Business Development Consultant for a firm of solicitors, and was Head of Technical at The Money Portal with the responsibility of providing key support to 450 advisers in several taxation areas, but principally estate planning (Inheritance Tax) .

A Chartered Financial Planner, Antonio has previously assisted the Chartered Insurance Institute with question writing, and exam moderation work.

Stephen Meadows

Stephen is the Client Relationship Manager. Stephen has over 30 years in financial services experience mainly as a former financial adviser and also a building society manager. Today Stephen supports the firm building relationships with new clients and acting as an intermediary between existing clients and the financial advisers. A large part of Stephen's role is to provide his expertise and responses to corporate enquiries seeking guidance on Auto-enrolment solutions where Stephen is now considered expert. Stephen's personal interests include running and most sports.

Sue Booth

Sue joined Ashbourne IFS in July 2014 after 27 years working in financial service primarily for The Derbyshire Building Society, most of which was as a financial adviser. Sue's role today is a paraplanner. She supports the financial advisers in research, case preparation and servicing of clients. Sue's interests include her family and two dogs.

Sue Woolley

Sue joined Ashbourne IFS in September 2014 and is the Office Manager. Her role includes responding to client enquiries and supporting the delivery of the administration and use of back office systems. Sue's interests include her husband, family, gardening and their dog too!

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