KMD Private Wealth Management Ltd
KMD Private Wealth Management Ltd is an independent, Chartered private wealth management firm that provides financial advice to High Net Worth individuals and families. Their approach focuses on understanding clients' ambitions and challenges to deliver financial planning and investment management.
- Legacy planning
- Wealth management
- Investment advice
- Financial planning
- Bloodline protection
- Inheritance tax planning
Locations
Competitors
Global WealthMAP is a boutique wealth planning practice based in London.
MASECO is a private wealth management firm that transforms the financial journey of US and UK high and ultra-high net worth clients worldwide.
Herbert & Webster provides personalised financial planning and wealth management services specifically tailored for high net worth individuals and their families.
Company Details
KMD Private Wealth Management Ltd is operated by KMD Private Wealth Management Limited and is a Active company incorporated on 10 November 2017 with the registered office located in Brentwood, Essex. KMD Private Wealth Management Limited was registered 7 years ago.
Status
Active
Size
Micro
Directors
3
Age
7 years old
Employees
22
Turnover
Unreported
Total Assets
£733.15K
Cash in Bank
£262.73K
Total Liabilities
-£278.59K
Teams
17
7
5
4
4
2
IT Manager • Joined Jul 2011
Relationship Manager
Wealth Manager
Client Manager • Joined Feb 2022
Operations Director • Joined Jul 2021
Assistant Client Manager • Joined Dec 2024
Client Relationship Manager • Joined Sep 2002
Client Operations Manager • Joined Dec 2024
Director And Investor • Joined Oct 2023
Head Of Investment Advice • Joined Jan 2020
Wealth Manager
Chartered Financial Planner • Joined Feb 2022
Chartered Financial Adviser • Joined Feb 2024
Member Of Investment Committee • Joined Jun 2017
Senior Chartered Financial Planner • Joined Jul 2018
Financial Adviser • Joined Jan 2021
Paraplanner • Joined May 2020
IT Manager • Joined Jul 2011
Operations Director • Joined Jul 2021
Client Operations Manager • Joined Dec 2024
Director And Investor • Joined Oct 2023
Member Of Investment Committee • Joined Jun 2017
Relationship Manager
Client Manager • Joined Feb 2022
Client Relationship Manager • Joined Sep 2002
Financial Adviser • Joined Jan 2021
Relationship Manager
Client Manager • Joined Feb 2022
Assistant Client Manager • Joined Dec 2024
Client Relationship Manager • Joined Sep 2002
Head Of Investment Advice • Joined Jan 2020
Advisor To The KMD Investment Committee • Joined Apr 2024
View 17 members