- Stansted, GB
- £7 /hr
- Available now
KMD provides a range of lifetime financial planning services to wealthy individuals and business owners in the Herts/Essex border region and London from offices in Stansted Mountfitchet,more...KMD provides a range of lifetime financial planning services to wealthy individuals and business owners in the Herts/Essex border region and London from offices in Stansted Mountfitchet, Saffron Walden and the West End.
KMD recently won the prestigious Institute of Financial Planning’s David Norton ‘Building Excellence’ national award.
KMD specialises in creating clarity out of even the most complex financial affairs, helping individual clients to ensure a decent standard of living throughout retirement while at the same time planning to pass on wealth to beneficiaries in the most tax efficient manner possible. Business owners, we understand the issues you face including pension, succession and remuneration planning.
We are expert at dealing with wealthy individuals and business owners who are approaching or in retirement with assets up to £25m
Each client receives a bespoke Financial Plan. This Plan is drawn up by KMD’s team of four highly-qualified planners, three of whom are both IFP Certified and CII Chartered Financial Planners. It is rare for a single company to have so many highly-qualified planners under one roof.
KMD Private Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Not all of the services we provide are regulated by the Financial Conduct Authority.
Co-Owner of KMD Private Wealth Management & KMD Private Office Ltd