Kmd Private Wealth Management Ltd
We are an independent, Chartered private wealth management firm with offices in Cambridge, London and Stansted. KMD Private Wealth Management services are tailored to meet the needs of High Net Worth and UHNW individuals and families. Our focus is on helping our clients achieve Financial Clarity for Life. To do that we provide a different kind of Wealth Management. We take the time to get to know clients and understand what is really important. Their ambitions, challenges and needs take centre stage before we conduct in-depth planning, look at investments and advise on how their goals can be realised. This approach results in the development of personal, in depth and long-term relationships with them and their families - welcome to True Wealth Management. More info & contact:
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Verified contacts
18
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
0
tools in use
Monthly traffic
5
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- SW
Stuart Ward
Operations Director · Operations
EmailPhone - ST
Sophie Toft
Personal Assistant · General Business & Management
EmailPhone - DA
Dean Aitchison
Head of Investment Advice · Finance & Accounting
EmailPhone - OP
Olly Phillips
Director and Investor · General Business & Management
EmailPhone - AV
Alex Vitali
Chartered Financial Planner · Finance & Accounting
EmailPhone - LF
Lois Frost
Client Relationship Manager · Customer/Client Service
EmailPhone - MM
Megan Moody
Client Manager · Customer/Client Service
EmailPhone - NT
Neal Talamas
IT Manager · Information Technology
EmailPhone - ES
Ellie S.
Operations Coordinator · Operations
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Kmd Private Wealth Management Ltd
17 distinct titles indexed · top 10 shown.
- 1advisor to the kmd investment committee
- 1assistant manager
- 1chartered financial adviser
- 1chartered financial planner
- 1client manager
- 1client operations manager
- 1client relationship manager
- 1director and investor
- 1financial adviser
- 1head of investment advice
- +7more titles
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