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SECOND OPINION

Most of us could use a second opinion. It’s not necessarily that you don’t trust the person you’re dealing with, but often with existing relationships (especially long-standing ones) there’s a niggle as to whether a fresh pair of eyes might be a good idea. Many of our valued clients refer a relative or a friend to KMD who they think might benefit from talking to us without any pressure to become a client.

A NEW SOUNDING BOARD

Maybe they've been recommended an investment that they feel is too good to be true or maybe they’re after a review of their portfolio or need to check their tax affairs are all still in order and relevant? Perhaps they want to sense-check against someone else in the market to make sure they’re still getting value for money?

AN INFORMAL SERVICE

Our second opinion service has been specifically designed for family and friends (upon our clients’ recommendations) to come and have an informal chat about their financial affairs without commitment. We’ll put you on the front foot without having to start entirely from scratch with a new relationship.

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.