Customer Reviews

Our dealings with KDW Independent Financial Planning go back in excess of three years when we were introduced to Ken Wright following a personal recommendation. In all our dealings with Ken and his team we have found them to be competent and professional. We have always been provided with the information necessary to make informed decisions regarding our investments; which have shown satisfactory returns. We have no hesitation in recommending KDW.

After making some money from the sale of our cottage, we met with KDW to discuss investing our money; we were given three potential investment options. Our chosen investment rewarded us well, giving us income plus profit while keeping our money safe. Since then we have recommended KDW to several of our friends.

I would highly recommend KDW for their help and advice on securing the right mortgage for us. KDW spent a lot of time searching the market for a mortgage that best suited our needs. My wife and I moved in over the weekend and we can’t thank KDW enough for making the whole process so straight forward and painless.

We needed to raise money out of our property to help our daughter send our granddaughter to university. We didn’t have a mortgage anymore but did have a lot of collateral in our home. We raised a equity release mortgage through KDW, it was quick, painless and we felt supported and wisely advised on every step. We will definitely use them again for other financial advice.

From our initial meeting our adviser was friendly and welcoming; taking control of a very complex situation that involved refinancing two properties at once in order to release the funds required. Throughout the process our adviser was incredibly proactive on our behalf – going beyond the call of duty to keep our workload to a minimum and making the whole process as smooth as possible. Nothing seemed too much to ask, right up until the moment of exchange.

Samantha and I completed on our house purchase last week so just a quick email to say thank you so much for your assistance. Your level of service was excellent and I’d have no trouble recommending you to others.Please pass on my regards and thanks to your colleagues who helped us with our application and I’ll be in touch after our two years when our fixed period comes to a close.

I just wanted to say hello and thank you for all you guys are doing to get this mortgage through. I am incredibly warmed by your professionalism and care and personal drive to help us as a family take this next step. You can't really put a price on that.

After losing my husband suddenly, I found myself in need of financial advice to help me plan for the future for both myself and my two young children. I was unclear on the best course of action regarding life insurance. I met with an adviser from KDW in the comfort of my own home; he took the time to understand my situation and concerns surrounding the future.

With KDW, I went through a complete financial evaluation which included looking at life and health insurances. KDW were far superior to anyone else I had spoken to and as a result I would highly recommend them.