KDW Independent Financial Planning

Independent Financial Adviser  Station Road, Beaconsfield, Buckinghamshire, HP9 1QW
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FCA authorised
Last authorised 14th June 2021
Established since 1978, we specialise in identifying your financial goals, providing financial security and wealth for your future.
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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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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Equity release
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Flexible mortgages
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High loan to value
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Commercial motor
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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 Mark Mason Dip PFS CeMAP CeRER
Financial Planner
About us

As financial advisers, helping you achieve your financial goals is our priority and we provide services across all aspects of your financial journey from birth to retirement planning. Established since 1978, we have offices in St Albans and London. We specialise in identifying your financial goals, providing financial security and wealth for your future. We have invested significantly in technology to help aid your financial planning process. We will provide an application which you can download to access your financial portfolio.

Our services

Our objective is to deliver excellent customer service and to make it easy for you to control your finances and put together private client strategies on your behalf. Once we understand your needs and your risk profile, we will look at products that will suit you now and in the future ensuring best pricing at all times. We will also provide regular reviews, constantly looking to improve your situation.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Station Road, Beaconsfield, Buckinghamshire, HP9 1QW

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We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!