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KDW Financial Planning

4.9
★★★★★

(55)

About

KDW Financial Planning is a leading financial planning firm in St Albans, Hertfordshire. Our advisers deliver regulated, personalised advice on pensions, investments, mortgages, equity release, protection and tax. We create clear, documented plans aligned to clients' objectives, with online access to review portfolios 24/7.

Reviews

★★★★★
4.9 (55)
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eloise mangan

5 months ago

Aaron was fantastic from start to finish — professional, clear, and always quick to respond. He made sure I had everything I needed and explained everything so clearly to me. He made the whole mortgage process smooth and stress-free, and secured me a great deal. Highly recommend!

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Nick van der Merwe

10 months ago

We have had the benefit of being referred to KDW Financial Planning, and meeting Aaron Boag, who has provided us with the most professional and personalised service. He has had the patience of a saint, and provided expert and friendly advice at exactly the right times we have needed it, while in the process of buying our home. He has been tenacious and determined to find us the best possible mortgage which suited our very specific needs, and it has worked out extremely well for us. We can highly recommend KDW, and specifically Aaron. He is now our go-to-guy for mortgage planning in the UK! Thanks Aaron!

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Amanda H

10 months ago

Aaron is the epitome of professionalism. From start to finish, he was personable, knowledgeable, and truly went above and beyond to ensure a great experience. His attention to detail and commitment to customer satisfaction are unmatched. I will absolutely recommend him to friends and family. A true asset to the company—thank you, Aaron, you're the real MVP.

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M. Osborne

4 years ago

We used Mark Mason (Mortgage Advisor) at KDW Independent Financial Planning when moving house in the first half of 2021. Mark was absolutely brilliant. Responsive, professional, helpful and efficient, Mark gave excellent advice and very quickly secured us a very good mortgage at a great rate. He was then incredibly helpful and efficient when we needed to amend our mortgage arrangement. I would have no hesitation in recommending Mark Mason, at KDW, to anyone who is looking for a fantastic mortgage advisor.

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Sam Ewen

a year ago

I am writing to express my sincere gratitude for the outstanding service provided by Callum, my mortgage advisor at KDW Financial Planning. Callum's professionalism, expertise, and dedication were evident from the start. His clear explanations and timely updates made the entire mortgage process smooth and stress-free. Callum took the time to understand my financial situation and goals, providing tailored advice that led to securing a favorable mortgage. His friendly and approachable demeanor made the experience a pleasure. I highly recommend Callum to anyone in need of a knowledgeable and dedicated mortgage advisor. Thank you, Callum, for your exceptional service and support.

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Phone numbers

Email addresses

  • help@kdw.co.uk

Links

Services

  • Family
  • Financial and Property Issues
  • Estate Planning
  • Trust
  • Inheritance Tax

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