KD Financial

Independent Financial Adviser  Barclays Chambers, Holsworthy, EX22 6HT
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FCA authorised
Last authorised 13th September 2021
Independent financial planners helping young families, business owners and people approaching or in retirement across West Devon and North Cornwall.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr Kevin Hicks
Chartered Financial Planner
About us

We’re a small, dedicated team which includes Chartered Financial Planner, Kevin Hicks. We’re focused on meeting the financial planning needs of clients in West Devon and North Cornwall.

There are certain stages in your life when financial planning is especially valuable. Effective, independent financial advice can provide you with the security and peace of mind to enjoy your life now whilst planning for the future.

We have great experience in helping people who are:

• Young families: we can help you strike the right balance between spending money on what you need today, with the money you need to save for tomorrow.

• Pre-retirement: These days you have a lot more choice about when you’ll retire, but the type of retirement you’ll enjoy depends on effective planning. We can help.

• In retirement: Now that you’re retired, we’ll help you to continue on your financial planning journey.

• Business owners: We’ll put everything necessary in place to ensure that you can maximise the benefits of having your own business.

Our services

Our clients work with us because:

1. We're experts: Kevin Hicks is a Chartered Financial Planner.

2. We’re independent: We’re not tied to any providers. We have ‘whole of market’ access to all products, so we can find those which best meet your specific requirements.

3. We’re a family business: you can be sure of a personal and personable service from our friendly advisers.

4. We’re local: We focus on serving clients in West Devon and North Cornwall.

5. We’re supported: We’ve got the back-up and support of Sense Network so we can focus our attention on you.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

KD Financial LLP is a limited liability partnership registered in England No. OC 427898. KD Financial LLP is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA Register under reference 912337

Barclays Chambers, Holsworthy, EX22 6HT

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