KDW Independent Financial Planning

Independent Financial Adviser  Station Road, Edgware, Greater london, HA8 7BD
First meeting at adviser's own cost
NICHOLAS KAMINTZIS - KDW since 1978, we specialize in identifying your financial goals and providing a solution that works.
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 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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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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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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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Nicholas Kamintzis DipFA Certs CII (MP & ER)
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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 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.

Where to find us

Station Road, Edgware, HA8 7BD

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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