Future-proof Your Finances

Financial Advisors in London

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.

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Fully Licensed Since 1993

Family Run

Independent Financial Advisor (IFA)

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Bespoke Options

the kelly team

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.

Financial
Protection

Protecting your loved ones and their financial future.

Support financially

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.

Plan for retirement

Investment
Planning Advice

Create a robust portfolio of investments to help you stay on course, tax-efficiently.

Investment plans

Estate Planning

Plan efficiently and ensure your family is the main beneficiary of your wealth.

Estate planning advice

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.

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