Wealth & Money Management Awards 2015

UK Client Choice Award: Most Trusted Wealth Managers & Best Staff-to-Client Ratio

KMD Private Wealth Management LLP 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, Saffron Walden and the West End of London. 

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. We understand the issues Business owners 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.

Our services include,

·         Comprehensive Financial Planning

·         Retirement Planning 

·         Portfolio Management

·         Estate Planning

·         Matrimonial Disputes

·         Family Office services

KMD Private Wealth Management LLP is authorised and regulated by the Financial Conduct Authority

www.kmdpwm.co.uk