Mark Peddle Email & Phone Number

With over 25 years experience across the Financial Services, I have developed an expertise across all sectors including Inheritance Tax Planning, Investment, Pensions, Mortgages and Wealth Management. I ensure that my clients are regularly kept up to date with investments and pension portfolios, including regulatory and industry changes, which reflect their needs. A deep understanding of my client’s attitudes, current financial situation and what they are looking to achieve, allows me to offer tailored advice and a solution that is in my clients best interests. As a director at KDW Independent Financial Planning I lead by example, providing an excellent level of customer service to my clients and instilling an open and honest approach to the way my team operate. I believe in constantly questioning the way we do things at KDW and am constantly looking for a better way of working with our clients. My most recent achievement has been establishing a new division called KDW Property, a smarter alternative to selling and letting properties; the concept of which was born from our clients’ requests.Alongside my team at KDW I am an active member of the local community participating in Marathons, Triathlons and cycling events such as the London to Brighton challenge. Specialities: Wealth Management, Pensions, Mortgages, Retirement Planning, Inheritance Tax Planning, Income Protection, Independent Financial Advice, Portfolio Management, Buy to Let, Life Insurance, Relationship Management, ISA’s and Trusts. AKA/Common Misspelling: Marc Peddle, Marc Pedal, Mark PedalI am driven to provide the best possible service and solution to our clients. If you would like to discuss your financial and investment goals please send me a direct message or email help@kdw.co.uk to arrange an informal call/meeting.

Listed skills include Wealth Management, Retirement Planning, Financial Advisory, Inheritance Tax Planning, and 33 others.

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  Bushey Hall