K M L Financial Services Ltd

Who We Are

KML Financial Services was founded in 1993 by Keith Parsons and David Watson. Our mission is to provide a professional, friendly service to all our clients, offering a fully comprehensive financial advice service to help with all your short, medium, and long-term financial planning requirements. We pride ourselves on being fully independent, which enables us to offer advice on products from the whole of the market.

What We Do

At KML Financial Services, we offer holistic financial advice, including investment, pensions, protection, and estate/will planning, to individual and corporate clients. We can provide advice for companies requiring help in implementing Auto-enrolment for their business. Our recommendations are based on performance, service, cost, and corporate stability.

Our Services

We provide a wide range of financial services to our clients, including:

• Pensions and Retirement: We offer expert advice on pensions, including types of pensions, pension freedom, and retirement planning.
• Investments and Savings: We can help you navigate the complex world of investments, including Investment Trusts, Unit Trusts, Nisas, and OEICs.
• Family Protection: We can provide advice on protecting your family's financial future, including life insurance, inheritance tax planning, and will writing.
• Later Life Advice: We can offer advice on planning for later life, including long-term care and equity release.
• Mortgages: We can provide advice on mortgage products and schemes.
• Tax Planning: We can help you minimize your tax liability through efficient tax planning.
• Business Advice: We can offer advice and support for businesses, including Auto-enrolment for employers and employee benefits.

Why Choose Us

At KML Financial Services, we are committed to providing a personal and professional service to our clients. We strive to surpass client expectations, provide clear and concise advice, and utilize the latest technology for gathering information and communication. We are committed to earning the trust and respect of our clients through our expert knowledge and awareness of industry developments.

Our Commitment

We are committed to being fully independent, allowing us to offer advice on products from the whole of the market. We are authorized and regulated by the Financial Conduct Authority (FCA) and are committed to providing a high standard of client excellence and professionalism.

Contact Us

If you would like to find out more about our services or would like to arrange a consultation, please do not hesitate to contact us on 01872 262826/26116101566 or david@kmlfs.co.uk.