Who are we?
The idea behind KDML is simple – let us do the work that we are good at, so you can go out and do the work that you are good at.
No nasty surprises and no cases where the work required suddenly turns out to cost you more than the case is worth.
KDML was founded in 2008, when the need for additional, and flexible, paraplanning support was becoming more and more evident within the Partnership.
Since then, we’ve taken care of suitability letters and compliance checks for our clients, so that you can have more time to spend with yours.
Why choose us?
Below are some of the key reasons Partners choose us as their outsourced paraplanning solution.
But don’t just take our word for it, check out our feedback too!
Part of your team
Many of the Partners we work with count on us as part of their team
Resource when you need it
With no commitments, you can work with us when your business needs to
Excellent QoD scores
Our paraplanners achieve great QoD scores for the Partners we work with.
Focus on your clients
Spend more time with more clients, and we'll take care of your compliance
It's not just about the case work
We're happy to help you with technical, advice or process queries
Fixed cost
No nasty surprises, you'll know what the work costs at outset
Partner feedback
We’re proud to support SJP Partners across the length and breadth of the UK – here’s a snapshot of feedback we’ve received, and you can find more on our testimonials page
Tabi Ghasemi - Practice Manager - Gold Wealth Management Limited
We have been using KDML’s paraplanning services since 2019 and our experience has been positive.
The Paraplanners are professional, experienced, and knowledgeable. They have an excellent turnaround time, and they always prioritise urgent cases. We are particularly pleased that we have been allocated a small group of paraplanners allowing us to form a great working relationship with them.
We will continue to use their services and we would have no hesitation in recommending KDML.
Milo Watts – Paraplanning Co-ordinator - Tim Watts Wealth Management Ltd
In the often fast-paced world of financial advising, our time is everything, and that is why I am singing the praises of KDML! They have been a game-changer for our team, freeing up valuable time for our advisers to focus on what they do best - building relationships and providing personalised financial guidance to our clients.
The KDML paraplanners have impressed me with their attention-to-detail and prompt responsiveness; asking insightful questions to fully grasp the nuances of each case and showing great care in getting it right.
The team at KDML is knowledgeable, friendly, and always on hand to make changes or answer our questions if need be, which is why I would recommend them to any SJP partner in need of paraplanning services.
Darren Ginders - Director - Ginders Wealth Management Ltd
I’ve worked with KDML since setting up my business 11 years ago. I was previously in Filed Management and was aware of them. I don’t use other Paraplanning firms, as I prefer to build relationships.
I have especially forged a close working relationship with one of the Paraplanner’s, Carrie and consider her a key part of my team. But, I have also used several others and they have been pleasant to deal with, good and efficient.
I can very much recommend KDML. I consider their fees reasonable, for what is delivered.
