Testimonials
We pride ourselves on becoming an essential part of your team, helping you to develop your business and have more time to spend with your clients. We’ve asked a few of the Partners we work with to share their thoughts about working with us…
Rafal Amer - Senior Partner
I have used KDML paraplanning Services for over 5 years now and I have always found them to be efficient and professional.
I would certainly recommend them to anyone as a useful addition to their financial planning proposition.
Charles Davies - RWA Financial Planning
I have used Dave at KDML to do my paraplanning for over two years.
He is very thorough and gets things done in a timely manner. He always picks up the phone when I call and works with me to get cases ready to present to clients as quickly as possible.
I have been really pleased with the quality of his work and my QOD has improved as a result.
I’d recommend Dave and KDML to SJP partners looking for paraplanning help.
Milo Watts - 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.
Daniel Hart - Harty Ltd
We have been using KDML for several years now for our pension transfers.
What we like is that we get consistency and get to know the paraplanners who are helping and supporting us. But also benefitting from the large team available where our usual paraplanner is on holiday, very busy etc.
The standards are first class regardless who is assisting us. The turnaround time is very quick, and the compliance is up to date and suitable.
We will continue using KDML for all our pension transfers, the team and the communication is excellent.
Tabi Ghasemi - 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.
Darren Ginders - 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
Peter Thompson - One Wealth Ltd
Working with KDML has been very professional, I like the personal approach.
Dave Llewellyn was excellent to work with. Nothing was too much and cases turned around quickly.
David Williams - Hoadley Financial Planning Ltd
I have always found KDML to be helpful and responsive. They can handle the full range of planning tasks with a range of specialists on hand.
Having used KDML for some time, I have a good working relationship with Leanne, my primary paraplanner who is an extension of our Practice team.
We work together to develop solid recommendations for our clients, and have a high rate of ‘first time suitables’ through Business Assurance. Leanne helps me to keep up-to-speed with emerging legislative and compliance requirements, allowing me to focus on our clients and their needs.
Alan Smith - Senior Partner
As a Senior partner at St. James’s Place, I need and expect a professional, good quality and a quick service with a smile.
I always get this from KDML and their paraplanners over the 15 plus years I have used them.
