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FINANCIAL PLANNING

So many people take financial advice when they need a particular product, or are faced with a problem or a dramatic change in circumstances. That’s all fine, but we’d like to run through some of the benefits of having a well thought-out financial plan that casts its net a little wider, takes a longer term view and assigns priorities to different aspects of your approach to managing your wealth.

UNDERSTAND YOUR GOALS

Your plan shouldn’t be driven by investment returns or the funds that your pension pot invests in - it should also consider your goals and aspirations. We help you understand the things you have to do compared to the things you want to do, and devise a sequence of actions that makes your money work for you.

PEACE OF MIND

Depending on your life stage and personal circumstances, certain areas might be more pressing - such as if you’re staring retirement in the face and feeling anxious. As with most plans, the earlier you start, the more organised you become and therefore the more in control you feel. The end result? A better nights’ sleep all round!

ACHIEVABLE OBJECTIVES

Once you’ve figured out your goals, we’ll help you figure out a timeline - setting realistic expectations on how much you need easy access to, or whether you might need to release funds from various savings or investments accounts. We help ease those big decisions and put you on the front foot.

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.