To reflect these unprecedented times and anticipate a potential need for financial reassurance around wealth and future plans, we are extending assistance to anyone with wealth worries. Please click to book with Kevin Deamer - selected dates during May and June.More Info
The individuals and families we support frequently have complex financial arrangements.
As a result our staff to client ratio is high. We take a team approach to the development of financial solutions.
This model is designed to ensure that clients receive the best and most appropriate service and support.
We are a privately owned, wholly independent, chartered private wealth management firm. Anyone wanting to join our team not only needs to hold appropriate qualifications and have suitable experience, but must be willing to embrace our team approach.
We build in-depth relationships with our clients and understand their life ambitions, challenges and needs. The nature of our highly personal, expert service means that our firm’s growth is facilitated through key relationship referrals and introductions. Our staff stay with us over the long term and that is something our clients appreciate.
We always welcome contact from well qualified individuals looking to take the next step in their career.
Already qualified to level 6, you will be keen to take on additional qualifications in specialist areas, with our support. You should have a successful track record in providing high quality financial planning advice to High Net Worth individuals, businesses and trustees.
Importantly you will want to work within a team of highly qualified people to produce top quality financial planning reports and advice for our clients.
Paraplanners are an integral part of the KMD team. Supporting our Chartered Financial Planners, you will be responsible for the technical research that underpins our recommendations to clients. Plus the production of engaging financial planning reports.
Qualified to level 4 with 3 years’ role experience, you will have ambitions to progress your professional qualifications, with our support.