KDW Financial Planning
KDW are independent financial planners, renowned for our excellent customer service and valued client relationships.
As independent financial advisers, we are not tied to any particular product or company which means that we access the entire financial market to find a solution that will meet our client’s financial requirements. Any advice that we offer our clients is unbiased and truly independent.
Ken Wright established KDW in 1978 with the simple objective of providing independent financial advice that clients could trust. This has continued to be integral to the way in which we operate; our proven track record of looking after generations of families, advising them from their first mortgage and life assurance policy to their pension and inheritance tax planning, is a testament to our success.
Since our beginnings almost 40 years ago the business has grown significantly; we now have alongside our St Albans head office, offices in London, Cambridge and Cheltenham. The growth of the business has seen our team evolve from just 3 staff members to over 35, all of whom are experts in their field.
Our advisers work in the financial markets every day and therefore understand issues such as investment risk or the best deals on the market for mortgages. At KDW we advise on the following services:
- Tax Planning
- Commercial Finance
We work with hundreds of individuals and businesses who have varying needs from mortgage advice through to complex investment strategies. For every financial requirement, KDW have a solution that will work for you.