Kevin Clark - Administrator

Kevin has worked with IFAs since 1999 and is a very experienced administrator offering a high degree of professional support to the company’s financial advisers.

In his role with Isis Financial Planners, he performs all the actions generated from the client reviews to ensure that the advisers’ recommendations are executed accurately and updated into the company’s back-office system in a timely fashion.

Kevin also deals with all reconciliation of remuneration statements and client fees, as well as ensuring that all Financial Reporting is managed correctly.

Before joining the world of IFAs, Kevin worked at a large automotive spares company. He was in charge of the organisation of the export of all goods across the globe by road, air and sea.

Outside of the office, Kevin likes going to cinema, going for long walks and spending time with his long-term partner and their grandson.

For all enquiries: tel: 01865 655980, email:
post: 2 Red House Farm, Eynsham Road, Farmoor, Oxford, OX2 9NH, United Kingdom
Isis Financial Planners Limited is authorised and regulated by the Financial Conduct Authority, reference number 207297

Registered at 2 Red House Farm, Eynsham Road, Farmoor, Oxford, OX2 9NH, United Kingdom
Registered in England & Wales No. 4284325

Isis Financial Planners Limited - Chartered Financial Planners - providing financial advice and wealth management advice to Oxford, Oxfordshire, London, The Cotswolds, Brighton & Hove, Sussex from locations in Oxford and Brighton & Hove.

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