What we do
At KDW Financial Planning we believe managing your finances should be straightforward. Our experienced Financial Planners bring clarity and confidence to every aspect of your financial planning, giving you guidance you can trust.
“We chose to use KDW because of their outstanding pension knowledge and expertise...”More reviews →
We help you put the right level of protection in place for you and your loved ones' future.
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We offer tailored commercial financial planning services designed to help businesses and individuals make smarter, more confident financial decisions.
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We have the knowledge and expertise to help you release equity from your home. For more information, get in touch with us today.
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KDW has been advising clients since 1978 and has over £850 million of assets under management for over 6,000 clients.
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With hundreds of mortgages available, choosing the right one can feel daunting. At KDW, we simplify the process to make it as stress-free as possible.
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It’s easy to delay pension planning for immediate expenses like a mortgage or car. But when it comes to retirement saving, the earlier you start, the better.
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The UK tax system can be incredibly complicated and keeping up with legislative changes can be incredibly time consuming. However it doesn't have to be.
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“With KDW, I went through a complete financial evaluation which included looking at life and health insurances...”More reviews →
Advice & Guidance
We get to know each client individually so that we can understand their current financial situation.
Discover our process
Initially we will meet with a client and discuss what it is they are trying to achieve, taking into account their current financial situation
Next we will analyse the information obtained at the meeting and begin to source the appropriate products and solutions, to develop a bespoke financial plan that will meet our client’s goals.
We then present a jargon free and easy to understand financial plan to the client. This can be delivered in person, over the phone or in writing depending on the preference of the client.
Building a long-term relationship with each individual client is integral to our service at KDW Financial Planning. We recommend our clients have annual reviews with their adviser to make sure their financial plan is working effectively for them.
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Curious about how a Financial Planner could help you? Why not get in touch with us for a no obligation chat - just fill out the form below and we'll get back to you.
