Business Profile: KDW Financial Planning
Whether you are employed, a business owner, self-employed or furloughed, the last 4 months will have had some effect on your finances. The Chancellor’s Summer Statement brought some initiatives to kick-start the economy, which is great news for all. Looking ahead to the Autumn Budget, there is a likelihood that there will be some sort of tax reform, which may have an impact on your tax planning.
Gary Cretton lives in Litlington, and is a Director at KDW Financial Planning, an independent financial advice practice with headquarters in St Albans, Hertfordshire. KDW offer a simple approach to financial planning that you can trust, with every step of your financial journey from mortgage advice to retirement planning.
With over 20 years’ experience as an Independent Financial Adviser, Gary can provide financial advice across all sectors including Investments, Protection, Tax Planning and with a particular interest and expertise in Pensions, he can give enhanced analysis and advice across the spectrum of Pensions such as Occupational, Final Salary Schemes and Money Purchase.
Gary starts by gaining a thorough understanding of his clients’ attitude to risk, and the returns they are looking to achieve. He then carries out regular meetings to review their investment and pension portfolios to ensure his clients investment strategies evolve with their needs, and that they are kept up to date with any regulatory and industry changes that may affect them.
Get in touch for a review of your finances, and see how sound financial advice could help you in the months and years ahead.
01727 852299 • 07703 693773