01727 852 299

Financial planning made simple

Our team of independent financial advisers, help you to navigate the complex financial market by providing honest financial advice - delivered jargon free!

KDW Financial Planning

As independent financial advisers we are able to source the entire financial market to offer an unbiased solution to fit your needs; from securing a mortgage, arranging assurance policies through to retirement planning.

KDW Financial Planning

Our team of financial advisers, headquartered in St Albans, Hertfordshire, have a wealth of experience gained across the financial landscape including, pensions, mortgages, investments and estate planning.

KDW Financial Planning

Since our beginnings in 1978, we have proven ourselves as trusted experts in the field of financial advice. Our advisers tailor bespoke solutions that truly work for our clients by gaining a thorough understanding of their financial goals.

Why use KDW?

We have been building long term relationships with our clients and key business partners for nearly 40 years, providing reliable financial advice when they need it.

Why use KDW?

Each and every client receives a personalised service that reflects their financial goals and needs. Our financial advisers take the time to get to know their clients and develop a deep understanding of their current financial requirements, attitude to risk and their long term goals.

Servicing clients across the country with offices in St Albans, London, Hemel, and Cambridge.

  • Initial complimentary, no obligation consultation
  • Industry expertise and experience for all types of financial planning.
  • High level of service guaranteed

We are known as whole of market, meaning we are not tied to any one insurance company, lender or investment company.

  • Jargon free financial advice.
  • Access to your portfolio online 24/7 – allowing you to track the performance of your funds at a time that suits you.
  • Trusted advisers for generations of families.

What our clients say

We used KDW for a joint mortgage, with some difficult criteria, but they still managed to find us options, and get us one! They were professional, and kept us informed all the way throughout the process...great job team and thank you!

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