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We are local and independent financial planners, serving clients across West Devon and North Cornwall.

You

There are certain stages in your life when financial planning is especially valuable. Effective, independent financial advice can provide you with the security and peace of mind to enjoy your life now whilst planning for the future.

We have great experience in helping people who are:

Young families

Managing your current expenditure whilst saving for the future is no easy task! We can help.

Pre-retirement

Find out how financial planning now will help you to achieve the lifestyle you want in the future.

In retirement

The key to enjoying your retirement is knowing that your finances will last. Find out how we help.

Business owners

Find out how you can utilise your business for your personal financial planning.

Client stories

Our clients come from all walks of life, and some have worked with us for many years. What they all have in common is a desire to take control of their finances so that they can enjoy life now whilst planning for the future. Here is a selection of clients who are typical of the people we work with.

Mr & Mrs Dannan

Mr Dannan is a lorry driver and Mrs Dannan is a part-time support worker. They live in Devon with their son, 20, daughter, 16 along with Fudge the cat and their two dogs, Izzy and Joe.

Mr Howe

Mr Howe is 72 and previously worked for a large Italian textile company. He worked all over the world before a serious accident forced him to take early retirement.

Mr & Mrs Tippett

Mr Tippett is 73 and has been married for 52 glorious years. He and Mrs Tippett have two sons and four grandchildren. Before retiring, Mr Tippett was a grocer.

Us

We’re a small, dedicated team which includes a Chartered Financial Planner.
We’re focused on meeting the financial planning needs of clients in West Devon and North Cornwall.

Meet the team  → Why choose us?  → The value offinancial planning  →

Why our clients love working with us

Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions reassuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.

Mrs Tasker

During the years we have been with Kevin we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with you.

Mrs Josling

Kevin, I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated.

Mrs Wallwork

Thank you so much, Kevin, for all your support and advice over the years. I wouldn’t be where I am today if it wasn’t for you.

Mr Howe

We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.

Mr & Mrs Dannan

News

We like to keep our clients and other professional advisers up to date with regular hints, tips and ideas for managing your finances. If you would like to receive these articles straight into your inbox, please sign-up to our free newsletter.

13/03/2026

Investment market update: February 2026

In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected the markets. Read more

13/03/2026

Why overlooking financial protection could put homeowners at risk

Despite new homeowners worrying about losing their home if their income were to stop, only 15% prioritise taking out financial protection, accordin...

Read more
13/03/2026

The Capital Gains Tax essentials you need to know

The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar over the next six years.

According to a Read more

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How about a chat?

If you would like to have a chat about your financial goals, then please get in touch. There’s no charge and no obligation to work with us.

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KD Financial
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