01727 852 299

Independent Investment Advice

KDW’s investment advisers have been advising clients since 1978 and have over £365 million of assets under management for over 6,000 clients.

KDW Financial Planning

Over 6,000 people invest with KDW

KDW Financial Planning

9,000 funds available on our wealth platform

KDW Financial Planning

Over £365 million in assets under our management


Understanding how to invest successfully can be an incredibly complex and time process consuming without a working knowledge of the financial marketplace.

This is where we can help. A KDW financial planner will work on an investment strategy for you taking into account your financial aspirations and attitude to risk. This results in every client receiving a completely unique investment plan.

The process will begin with a meeting with one of our investment advisers to discuss exactly what your investment goals are. This could range from saving for retirement or to starting up a new business. This will give us an idea of your timescale and your attitude towards risk.

If you already have existing investments we can use our in-house analytical tools which establish how they are performing; allowing the adviser to start building a financial plan.

When your financial plan is presented to you, your adviser will take you through your options in a simple and straight forward manner.

It is important to understand that every different type of investment will have a different structure, different tax treatments and will carry different investor implications.

  • At KDW we have the expertise to guide you through any of the following:
  • National Savings
  • Deposit Accounts
  • Fixed Interest
  • Insurance Bonds
  • Property
  • ISAs
  • Endowments
  • Open-Ended Investment Company (OEIC)
  • Annuities
  • Unit Trusts
  • Investment Trusts
  • Enterprise Investment Schemes EIS)
  • Venture Capital Trust (VCT)
  • Business Property Relief (BPR)

Make an enquiry

For more information on our financial planning services, please use the short form below and one of our representatives will be in touch ASAP.

We will always treat your personal details and information with the utmost respect and will never sell them to 3rd parties or other companies.

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