Kevin Mugisha

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 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 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 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 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/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.

Should you put all your eggs in one basket? 🪺

The US continues to dominate global equity markets. Driven by AI, a handful of technology companies have been fuelling performance. But should investors look beyond tech?

Find out more: https://partnership.sjp.co.uk/article/detail/sjpp/in-the-age-of-us-and-tech-dominance-does-diversification-still-matter.html

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 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!

🎬 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. 🏁