Kevin Mugisha

Kevin Mugisha Having completed the St. James’s Place Financial Adviser Academy, I aim to help my clients feel more confident in their finances.

I can help you with:
► Goals based Financial Advice
► Retirement Planning
► Saving and Investment Planning
► Tax Planning
► Mortgage and Personal Protection

So, if you would like an initial chat, feel free to reach out and I'll be happy to help. With experience in the financial services industry, specialising in Protection for individuals and businesses, I’ve built a solid foundation in clien

t management, financial planning, and long-term wealth strategies. I work closely with them to achieve their financial goals by building long-term, trusted relationships and providing a tailored service that meets their specific needs. Outside of work, I’m committed to personal growth and staying involved in the community. When I’m not training for marathons, I enjoy playing and watching football—as a passionate Chelsea supporter.

Nice to see my name in print this weekend.Proud to be recognised alongside some of the top rated advisers across the UK....
21/03/2026

Nice to see my name in print this weekend.

Proud to be recognised alongside some of the top rated advisers across the UK.

Well done to everyone else featured in and today!

VouchedFor

A client I recently worked with came to me with 6 different pension pots across multiple providers. Some were from previ...
12/03/2026

A client I recently worked with came to me with 6 different pension pots across multiple providers.
 
Some were from previous roles, others had simply been forgotten about over time.
 
She had no real clarity on:
• where all of her pensions were
• how they were invested
• how they had been performing
• or when she might realistically be able to retire
 
What she did know was that she didn’t want to spend the rest of her life worrying about it.
 
During the process of tracking everything down, we even managed to locate a pension from 1996 that she had completely lost track of.
 
So we started by putting a proper plan in place.
 
First we:
Tracked down each of her pension arrangements
Reviewed the investments, costs and performance
Built a retirement plan around the lifestyle she wanted
Simplified things by consolidating pensions where appropriate
Adjusted contributions to make better use of available tax relief
 
The result?
• Fewer pensions to keep track of
• Investments aligned with her long term goals
• A clear roadmap for retirement
• Confidence around her financial future

More importantly, she now feels confident about where she is heading financially.
 
Here is what she said afterwards:

Tax thresholds are frozen and the cost of living has been rising - which means many people are feeling the impact on the...
11/03/2026

Tax thresholds are frozen and the cost of living has been rising - which means many people are feeling the impact on their take‑home pay.

That’s why using your available allowances before 5th April is more important than ever.
 
👉 Discover 5 allowances worth knowing about:
https://lnkd.in/epueHwTC

Taxation rules can change at any time and are dependent on individual circumstances.
 
Vantage Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
 
SJP Approved 2/3/2026

Good fun yesterday with Protection Reporter’s Inside Track quiz, supporting the  Money Ready initiative. Big thanks to  ...
27/02/2026

Good fun yesterday with Protection Reporter’s Inside Track quiz, supporting the Money Ready initiative.

Big thanks to and the Shepherds Friendly team for having me on their team.

We finished up with second place! 🥈

Great evening at the Protection Review dinner & awards last night. Grateful for the recognition for my work with the  an...
28/11/2025

Great evening at the Protection Review dinner & awards last night.

Grateful for the recognition for my work with the and inspired by the amazing work happening across the protection industry.

Congrats to all entries & winners and great to reconnect with old colleagues!

Great way to start the week with this review on VouchedFor. -https://www.vouchedfor.co.uk/financial-advisor-ifa/reigate/...
03/11/2025

Great way to start the week with this review on VouchedFor.
 
-https://www.vouchedfor.co.uk/financial-advisor-ifa/reigate/076651-kevin-mugisha
 
Always rewarding to see clients feeling more confident about their plans for the future. Junior ISAs can be a really effective way to build long-term savings for children, giving them a strong financial foundation for the future.
 
If you’d like to understand your own options, I’m always happy to have a chat.

Pension myths can catch out even the most experienced savers.SJP break down seven of the most common misconceptions - wh...
12/10/2025

Pension myths can catch out even the most experienced savers.SJP break down seven of the most common misconceptions - which could help you rethink how to maximise your retirement savings: https://partnership.sjp.co.uk/article/detail/sjpp/seven-pension-myths-busted.html

The value of your investment can go down as well as up. You could get back less than you invested.

Vantage Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 17/09/2025

Seven pension myths busted: What savers often overlook about their retirement pot

Great to be featured in IFA Magazine during  Income Protection Action Week.Link in bio!
22/09/2025

Great to be featured in IFA Magazine during Income Protection Action Week.

Link in bio!

🎬 Filming for Income Protection Awareness Week 2025 is underway! 📅(22–26 September), an annual online event focused on w...
16/07/2025

🎬 Filming for Income Protection Awareness Week 2025 is underway! 📅

(22–26 September), an annual online event focused on why income protection matters.

Most people insure their car or phone, but not their income..the thing that pays for everything. This week is all about changing that.

👉 Sign up now to be part of the conversation, link in bio

Had a great weekend at the  British Grand Prix 2025. 🏁
09/07/2025

Had a great weekend at the British Grand Prix 2025. 🏁

Address

30 Lombard Street
London
EC3V9BQ

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