Kadwell Financial Management
Expert financial advice you can trust

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:

Experience

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.

Credentials

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.

Awards

As a recognised expert in the field of pension planning, Steve has won a number of awards from leading trade magazines, including:

Retirement Planning for the self-employed
Planned Savings – IFA of the Year Awards (1996)

Personal Pension Planner of the Year
Money Management – Financial Planner of the Year Awards (1996)

Income Planning in Retirement category
Planned Savings – IFA of the Year Awards (1997)

Financial Planner of the Year-Overall Winner
Money Management – Financial Planner of the Year Awards (2008)

Team approach

Steve provides the advice to clients, who therefore receive a highly personal service. Steve is assisted by Lee Collins and Audrey McCarthy.

Lee manages Steve’s diary, prepares client meetings and is the main point of contact for clients. Contact Lee (leecollins@kadwell.co.uk) in the first instance to arrange to see Steve. You may be interested to know Lee is also an extremely talented artist.

Audrey McCarthy (audreymccarthy@kadwell.co.uk) is an experienced administrator who keeps the office running smoothly and handles business processing, including fee invoicing.

Supporting our small team is Positive Solutions, part of Quilter Financial Planning, one of the largest financial advisory group in the UK with over 4000 advisers nationwide. Positive solutions provide compliance, technology and marketing support services. Both Positive Solutions and Quilter Financial Planning are part of Quilter, a company with real financial strength that offers long-term security for clients.

Technology

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.

Summary

Our mission is to provide a great personal service to our 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 the client. We use our skill and experience to then 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.