About us
Supporting Partners for over 15 years
Since 2008, we’ve supported hundreds of SJP Partners across the UK, in many cases becoming an integral part of their team, helping them build their business and provide an excellent service to their customers
“We work with sole traders to some of the largest practices within the LMBU, helping Partners deliver positive and compliant outcomes for their clients.”
Richard Hall
Managing Director
Experienced team
Each of our team have extensive experience in supporting SJP Partners, some now in excess of ten years.
Focus on quality
We understand the importance of maintaining your QoD scores, the experience of our team helps us achieve that.
Flexible
We know that not all businesses need the same amount of support - that’s why we work with no retainers or volume commitments.
Let us do the things we’re good at, so you can do the things that you’re good at!
We’ve heard it many times over from the Partners we work with, they can simply do more business and earn more money by leaving the paraplanning to the paraplanners.
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.
Paraplanning exclusively for
SJP Partners
Supporting Partners of St James's Place has been the core of our business from day one. We were a proud member of the St James's Place Paraplanning Panel from it's inception to the date it was disbanded.
Since then, we've continued working exclusively with SJP Partners - helping them deliver great outcomes to both their business, and their clients.
Over many years, we’ve developed a great reputation within Business Assurance and have an excellent understanding of the advice framework.
We work with firms of all shapes and sizes, from sole traders, to some of the largest Practices within the LMBU.
It might be a single Partner fast approaching retirement, looking for help with that any new business which finds its way to them. Other times, it's a multi-Partner Practice, looking for us to support the majority of their case work.
As we operate with no minimum case volume commitments or retainers, Partners are free to work with us just on the elements of their business which they need help with.