Future-proof Your Finances
Who We Are
We are a family-run financial planning firm based in Devon and London, providing holistic advice throughout the United Kingdom and this year, KFM celebrates its 30th anniversary in operation. We are proud to say that 100% of KFM’s Financial Planners are Certified (CFPᵀᴹ ) which is considered the global standard of excellence in financial planning. Over the past 30 years, we have engineered comprehensive financial plans enabling our clients to achieve their personal and financial goals and build a secure future for themselves and their families. We enable our clients to make fundamental financial and life decisions with confidence.
Fully Licensed Since 1993
Family Run
Independent Financial Advisor (IFA)
Bespoke Options
Personal Finance
Looking after your own affairs is a tricky business at the best of times. After three decades of doing what we do, we can safely say that we offer a blend of services that will completely change the way you view your finances.
Pension & Retirement Planning
Don’t let uncertainty get in the way of you and your future. Plan ahead and start building your Retirement Freedom Fund.
Investment
Planning Advice
Create a robust portfolio of investments to help you stay on course, tax-efficiently.
Estate Planning
Plan efficiently and ensure your family is the main beneficiary of your wealth.
Enterprise Services
We help to build a benefits package that makes a tangible difference to employees within a Company. As well as pension provision, it might include income protection, life assurance, private mental and dental care. Assessing the culture, outlook and values of your Firm and what the Management Team want to achieve is key to the fact-finding process. We will create a unique solution, bespoke to your needs. We can also cater for the private Wealth Management & Financial Planning needs of the Directors/Owners of the Firm/Management Team.
KFM in Action
“Over the past three years, not only has the performance of my pension been exceptional but KFM are proactively in regular contact, through phone calls and ongoing review meetings to see how my personal and financial circumstances are.
All in all, KFM have impressed every step of the way, and continue to do so.”
Oliver: Northamptonshire – Client Since 2018
Insights
At KFM we understand the importance of enhancing financial literacy. Our financial resources give you key insights into the complex geo-political, fiscal, and current economic environment.
Speak to a member of our team today
If you’re ready for the next stages of your journey with us, we’ll always make plenty of time to discuss how we can help. We’d love to hear from you.