KDW Financial Planning, based in St Albans, boasts a dedicated team of independent financial advisors. The company is led by Marcus Maisey, Gary Cretton, and Helen Gilks, who are committed to delivering candid, impartial guidance in financial planning, simplifying the intricacies of a complex market. Their mission is to support you through every stage of your financial journey, whether it involves mortgage consultations or retirement preparation. Situated in St Albans, Hertfordshire, their team of financial advisors possesses a vast wealth of experience across various financial domains, including pensions, mortgages, investments, and estate planning. These advisors tailor custom solutions that align perfectly with their client's financial objectives by gaining a profound understanding of their goals. Furthermore, they offer guidance on financial planning for investments, mortgages, and more. As independent financial advisors, they can explore the entire financial market to deliver an impartial solution tailored to your specific needs, encompassing tasks such as securing mortgages, arranging assurance policies, and planning for retirement.
UNIQUE FACTS:
• Initial Complimentary, No Obligation Consultation.
• High Level of Service Guaranteed.
• Jargon Free Financial Advice.
• Access to Your Portfolio Online 24/7.
• Over 6,000 People Invest With Kdw.
• Over £365 Million in Assets Under Their Management.
3 Best Financial Services in St Albans, UK
Expert recommended Top 3 Financial Services in St Albans, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
KDW FINANCIAL PLANNING REVIEWS
My pension planning was all over the place, having been in the forces I had an army pension plus several private pensions. KDW helped align all the pensions I had and work out exactly how much income I was likely to earn in my retirement. With KDW I was able to work out a top up pension that I could afford to pay now and also would earn me enough in the future. I would wholeheartedly recommend KDW.
We used KDW for our auto enrolment process, they gave us simple, straight forward advice that we could understand, whilst taking the time to understand our business needs and our longer term financial goals. Our advisers put together a pension package for all our employees, which we were very comfortable with. We look forward to a long relationship with them.
All this Work Place Pension legislation was worrying me sick. I had 10 employees and had to put a WPP scheme in place but I didn’t know where to start. My local accountant recommended KDW and they were a pleasure to deal with, they sorted everything out at a very reasonable cost. Thank you KDW!
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Aqua Wealth Management, situated in St Albans, is a financial planning company dedicated to bringing clarity and transparency to your financial matters. At the helm of this establishment are Dominic Basilea and Chris Pearce, who serve as both financial advisors and directors of Aqua Wealth Management. They firmly believe that their area of expertise lies in wealth planning. Aqua Wealth Management is driven by the goal of optimizing your investments and pensions while ensuring the most appropriate arrangements for mortgages, life insurance, and other protective policies. They offer a diverse range of solutions, each customized to precisely meet your financial needs, whether you require assistance with mortgages, pensions, life insurance, or any other financial service. Their commitment is to assist you in reaching your financial objectives, delivering personalized service throughout every step of your financial journey. Aqua Wealth Management takes pride in providing an exceptional level of service to all its clients. Their core competency lies in wealth planning, helping you maximise returns on your investments and pensions while securing the most suitable mortgage agreements, life coverage, and other protective policies.
UNIQUE FACTS:
• Offer Meetings in a Second Language.
• Making Your Finances Clear And Transparent.
• Detailed Analysis and Strategic Plan.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
AQUA WEALTH MANAGEMENT REVIEWS
We worked with Theo and I can't recommend him enough. His advice was thorough, personalised and made us understand our situation very well, allowing to make a comfortable and informed decision. Theo is a great professional and a very kind person, I'd be happy to recommend working with him to anybody.
Theo at Aqua Wealth Management was very professional in his approach and support to getting us the bed mortgage deal. As first time buyers he was also very informative about the whole buying process. He was very responsive to emails and provided good communication/ updates throughout
I was recommended Theo at Aqua by a friend. Theo has gone above and beyond throughout the whole process, is very responsive, approachable and always took the time to explain things I didn’t understand as a first time buyer.
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Lumin Wealth Management Limited, located in St Albans, is dedicated to delivering impartial advice and always prioritizing the best interests of its clients. Founded in 2010 by Managing Directors Martin Cotter and John Cusins, Lumin is a contemporary financial advisory and investment company designed with a competitive cost structure. Over a decade of continuous expansion, the company has grown to employ over 80 professionals and established offices in St Albans, central London, and Cambridge. They hold the distinction of being a Chartered firm and have consistently ranked as one of the leading advisory firms in the UK, as recognized by FT Adviser's and New Model Adviser's top 100 financial advice firm rankings. This collaboration has solidified their fundamental principles, focusing on delivering transparent and uncomplicated advice through a team of highly qualified experts. Their mission centres on assisting families in better preparing for their retirement journey, aiming to attain greater long-term financial security and peace of mind. Lumin Wealth Management Limited is an award-winning financial advisory firm and has access to a diverse array of solutions tailored to meet your specific needs and priorities.
UNIQUE FACTS:
• Complimentary First Meeting.
• Initial Meeting.
• Carry Out An In-depth Analysis.
• Cost-effective Advice.
• 3,000 Families Trust Lumin With Their Wealth.
• £1bn Client Assets Managed by Lumin
• 10,000+ Pension Policies Researched Annually.
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Working Hours:
Thu: 8:30am - 8:30pmSat & Sun: Closed
TBR® Inspection Report:
LUMIN WEALTH MANAGEMENT LIMITED REVIEWS
The team at Lumin have been wonderful as they have listened to my requirements, explained everything clearly and presented written reports for me to consider. I am delighted that I am now a client of Lumin. Apart from the professional advice I really appreciate the personal service. I have peace of mind knowing I have a great team looking after my finances and that I can talk to them.
We are very happy with all the advice and information we have received from Lumin. All questions have been answered fully and we have been kept informed at each stage of our discussions.
Expertly managed pension consolidation process - would recommend. Thank you, Lumin!
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