KDW Independent Financial Planning

Independent Financial Adviser  High Street,, Cheltenham, GL50 1EL
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FCA authorised
Last authorised 1st March 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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Auto enrolment
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Pensions & divorce
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Pensions & retirement planning
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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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Next home / Remortgaging
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Right to buy
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Wealth management
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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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Accident & sickness
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Commercial motor
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Critical illness
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Healthcare
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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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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
Meet our advisers
MR Jonathan Maisey
About us

As financial planners, helping you achieve your financial goals is our priority. 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

High Street,, Cheltenham, GL50 1EL

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Pension & Investment Specialists for Individuals & Companies. New Clients always welcome. Please contact us - we're here to help.