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BECOME A CLIENT

APPROACHING OR IN RETIREMENT

PEACE OF MIND ASSURED

It’s very rare that our clients want to be the richest in the cemetery. Balancing making use of your money with the need to preserve and manage what you have requires good, professional and ongoing financial advice. KMD has a long history of enabling retired clients to enjoy a healthy relationship with their money.

PROFESSIONAL ADVICE

In our experience clients who are approaching or in retirement typically come to us with a number of needs and anxieties. They are seeking professional advice to help cut through the confusing array of pension options, bring discipline to their investments and protect their capital from the silent enemy that is inflation.

UNRIVALLED SUPPORT

At KMD you are the client, not your money. We take time to get to understand you and your financial goals and employ a team-based approach so we can build a strong long-term relationship. Knowing that you have sufficient resources to enjoy your retirement gives you total peace of mind for the future.

THE TOOLS YOU NEED

We provide a brilliant tool kit to help you get organised and financially confident backed up by our chartered, accredited and award-winning status, our highly qualified pensions and investment advice and the disciplined investment approach required to cope with the long term impact of inflation on your money.

BECOME A CLIENT

KMD’s services are tailored to meet the needs of high net worth individuals. To determine whether these are suited to you, please answer these few simple questions.