Structuring your income in retirement is one of the biggest financial decisions you’ll ever make. So it’s worth thinking carefully about who you entrust with helping you plan. Steve Kadwell is experienced, qualified and recognised by his peers as skilled in this type of work:
Steve has been advising individuals and companies on pensions for 32 years and previously was a consultant with a major UK insurance company for 4 years, specialising in self-administered pensions.
Steve holds four specialist Chartered Insurance Institute (CII) pension qualifications: G60, K10, K20 & J05. These are recognised as desirable for advice on pension transfers, at retirement pension planning and in structuring pension portfolios. Steve also holds the CII qualification CF8, for advising clients where Long Term Care planning is an important consideration.
Steve and Danny Collins provide advice to clients, who therefore receive a highly personal service. Steve is assisted by Lee Collins, Audrey McCarthy and Danny.
Lee manages Steve’s diary, prepares client meetings and is the main point of contact for clients. Contact Lee (email@example.com) in the first instance to arrange to see Steve. You may be interested to know Lee is also an extremely talented artist.
Audrey McCarthy (firstname.lastname@example.org) is an experienced administrator who keeps the office running smoothly and handles business processing, including fee invoicing.
Danny Collins (email@example.com) joined Kadwell Financial Management in November 2020 after leaving Loughborough University with a first class honours degree in history. Danny provides advisory support to Steve and having now qualified via Quilter’s Financial Adviser school and received Financial Conduct Authority (FCA) authorisation in July 2022 is now advising clients personally.
Supporting our small team is Quilter Financial Planning, one of the largest financial advisory group in the UK with over 2500 advisers nationwide. Quilter provide compliance, technology and marketing support services and valuable financial strength that offers long-term security for us and our clients.
We embrace technology to deliver a great service to our clients. Examples are our use of video-conferencing software, for online face-to-face meetings, our client portal providing a portfolio valuation service 24/7, secure messaging and document storage all via the Client log-in link and our use of cash-flow modelling to help you plan the future as you would like it to be.
Our mission is to provide a great personal service to clients using cutting-edge technology where it enhances that service and provides efficiency. But we don’t lose sight of what really matters: we really listen carefully to what our clients say to us to understand how we can help. We will only advise what we think is right for our client, not what’s best for us using our skill and experience to provide great solutions. Finally we tailor an ongoing service to monitor progress towards goals and objectives and continue with that careful listening making any necessary adjustments along the way.