EV, a leading financial services technology provider, today announced the appointment of Kevin Okell as a new non-executive director to its board, effective 1st October 2025. A highly respected figure in the financial services industry, Kevin brings a wealth of experience that will be instrumental in guiding the company’s strategic expansion into the enterprise financial institutional space.
Kevin Okell’s appointment comes at a pivotal time as EV focuses on its modular suite of financial planning and advice technology for enterprise-level partners. These solutions are designed to deliver a consistent and seamless customer experience across all financial planning & advice channels, from guidance, targeted support, hybrid advice to holistic traditional advice.
His extensive background in consulting and financial technology aligns perfectly with the company’s vision. Kevin has spent over 30 years in the sector, founded Altus Consulting in 2005, and has established a reputation for industry and technology expertise and insight. As a judge for the prestigious Schroders Awards, and his work consulting with financial services firms, Kevin became familiar with all the major software solutions across the advice and investment sectors. This experience will be crucial in helping EV develop and implement solutions for large-scale financial institutions across the entire financial planning and advice landscape.
Chet Velani, Managing Director at EV, said:
“We’re delighted to welcome Kevin to EV. His deep industry knowledge and strategic insight will be invaluable as we continue to grow and innovate. Kevin's unique perspective on the challenges and opportunities within the enterprise sector will be a significant asset to our team and our partners.”
Kevin Okell, Non-Executive Director at EV, commented: :
“Over my 15-plus years at Altus Consulting, EV featured in numerous technology selections for clients. Their solutions always scored well, the engineering was solid, and the culture very similar to our own. When the opportunity arose to join their Board, I jumped at the chance to be part of the next EV chapter. EV already has a unique set of solutions that works across all guidance and advice channels. This advantage will only be amplified with their work in the AI space to drive operational efficiency and consumer engagement, and the arrival of Targeted Support.”
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Jenette Greenwood, PR Director, the lang cat
07710 392303 / jenette@langcatfinancial.com
Jenny Burt, Director of Marketing, EV
07557 681080 / jenny.burt@ev.uk
People think we just do risk ratings. We do a lot more.
EV is driving a financial planning revolution with technology built for a simple, seamless, end-to-end experience. The result: financial planning and advice that’s more accessible and engaging for customers – across digital, face-to-face or hybrid.
Our scalable, modular solutions mean our partners can meet their customers’ needs exactly where, when and how they wish. It’s a win-win: a better service for customers that’s more efficient for providers.
We work with a wide range of partners, from large financial institutions to independent providers. Our technology is helping them attract and retain customers – and grow their businesses.