Us
KD Financial has been established to focus on serving clients across West Devon and North Cornwall.
Chartered Financial Planner, Kevin Hicks originally started a financial planning firm called Hicks & McNish LLP in 2003 with George McNish. As Kevin and George had different retirement plans and timescales, Kevin set-up KD Financial with family member Dan Seaborn.
Kevin says: “I’m delighted that this arrangement enables me to continue to look after my clients from Hicks & McNish.
Of course, we will continue to deliver the standard of care and advice that my clients have come to expect. We’re also looking forward to giving more people across the region the security and peace of mind to enjoy life now whilst planning for the future.”
For more information, see ‘Why choose us?’ below.
Why choose us?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.
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.
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.
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.
We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.
How about a chat?
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