KDW Financial Planning
KDW Financial Planning provides independent financial advice from their headquarters in St Albans, Hertfordshire. Their financial advisers assist clients with various financial needs, including mortgage advice and retirement planning.
- Pensions
- Mortgages
- Assurance
- Investments
- Tax Planning
- Equity Release
- Commercial Finance
Locations
Digital Popularity
Popularity over time
Competitors
Romilly Financial is an independent fee-based advisory firm that provides impartial financial advice to both private and corporate clients.
Company Details
KDW Financial Planning is operated by KD Wright Financial Services Limited and is a Active company incorporated on 18 January 2000 with the registered office located in St. Albans, Hertfordshire. KD Wright Financial Services Limited was registered 25 years ago.
Status
Active
Size
Small
Directors
5
Age
25 years old
Employees
35
Turnover
Unreported
Total Assets
£3.55M
Cash in Bank
£234.28K
Total Liabilities
-£974.29K
Teams
27
19
16
4
4
3
Chairman
Director • Joined Aug 2020
Financial Services Director • Joined Apr 1995
Head Of Paraplanning & Administration • Joined Jul 2018
Head Of Marketing & Business Development • Joined Jun 2024
Administrator • Joined Apr 2016
Administrator • Joined Apr 2023
Consultant
Mortgage Administrator • Joined Sep 2020
Financial Services Administrator • Joined May 2024
Financial Services Director • Joined Apr 1995
Mortgage Administrator • Joined Sep 2020
Financial Services Administrator • Joined May 2024
Financial Consultant
Mortgage Consultant
Independent Financial Adviser • Joined May 2011
Financial Planner • Joined Apr 2010
Chartered Financial Planner • Joined Feb 2018
Financial Planner • Joined May 2017
Independent Financial Planner • Joined May 2007
Chairman
Director • Joined Aug 2020
Financial Services Director • Joined Apr 1995
Head Of Marketing & Business Development • Joined Jun 2024
Administrator • Joined Apr 2016
Administrator • Joined Apr 2023
Mortgage Administrator • Joined Sep 2020
Financial Services Administrator • Joined May 2024
Consultant
Financial Consultant
Mortgage Consultant
Independent Financial Adviser • Joined May 2011
Financial Planner • Joined Apr 2010
Chartered Financial Planner • Joined Feb 2018
Financial Planner • Joined May 2017
Independent Financial Planner • Joined May 2007
Paraplanner • Joined Oct 2012
Paraplanner • Joined Aug 2022
Head Of Paraplanning & Administration • Joined Jul 2018
Property Finance Broker (Residential / BTL / Development / Commercial) • Joined Apr 2011
Financial Adviser/Paraplanner • Joined Sep 2000
View 27 members