About Us
People don't plan to fail ~ they fail to plan. Our job is to help our clients achieve financial success to open-up new options and to help fulfill their dreams. We often work in conjunction with their other professional advisors.
Key to our philosophy is the basis of our remuneration and the completely impartial view we take in helping you achieve long-term financial security. KFM have always been independent and this will always be.
We are fee-based and we can demostrate why our Finanncial Planning recommendations will achieve their objectives. Commissions are used, where appropriate, to offset our fees. The fee basis is agreed up-front with potential Practice clients and is set on a bespoke/individual assignment basis.
The first meeting at our new offices in the heart of the South Hams countryside is entirely free and without obligation. The purpose is to establish whether we can work together over the long-term and to determine whether we can add value to your financial affairs over the long-term. I have yet to meet anybody in my 19 years of experience as a Financial Planner where the latter cannot be achieved.
Supported by an excellent team of highly qualified individuals we would be delighted to discuss how our Firm can help you achieve financial independence and the lifestyle choices that that represents.