Mark Peddle

Mark Peddle Email and Phone Number

Financial Advisor at KDW @ KDW
5858 Westheimer,
Mark Peddle's Location
St Albans, England, United Kingdom, United Kingdom
Mark Peddle's Contact Details

Mark Peddle work email

Mark Peddle personal email

n/a
About Mark Peddle

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.

Mark Peddle's Current Company Details
KDW

Kdw

View
Financial Advisor at KDW
5858 Westheimer,
Website:
kdw.com
Employees:
165
Mark Peddle Work Experience Details
  • Kdw
    Financial Advisor
    Kdw Aug 2020 - Present
    United Kingdom
  • Kdw Independent Financial Planning
    Director
    Kdw Independent Financial Planning Oct 2002 - Aug 2020
    St Albans, United Kingdom
    KDW are independent financial planners, renowned for offering excellent customer service and valued client relationships. Alongside the head office in St. Albans, offices are also located in London and Cheltenham. KDW was established in 1978 with the objective of providing independent financial advice with a practical, straight forward approach. Since then the team has evolved to a range of professionals who are experts in their field ranging from investments, pensions, mortgages and trusts through to estate planning. 2015 has seen the launch of two specialised divisions, KDW Commercial and KDW Property. Working with hundreds of individuals and businesses, all who have varying needs from mortgage advice through to complex investment strategies. For every financial requirement, we have a solution that will work for you.I offer Independent Financial Advice across the following sectors:Investment/Portfolio Management – short to long term savings and investments to suit all risk levels, income and growth. Mortgages – all areas of residential and commercial lending, from standard re-mortgages through to Buy-to-Let mortgages. Pensions – from the commencement through to lifestyling, looking at all aspects and ensuring that your pension is on track for your requirements.Protection Needs – this covers a range of protection including Critical Illnesses, Income Protection, Private Medical Insurance, IHT planning and Whole of Life cover.
  • Barclays Wealth
    Relationship Manager
    Barclays Wealth Apr 1990 - Oct 2002

Mark Peddle Skills

Wealth Management Retirement Planning Financial Advisory Inheritance Tax Planning Pensions Portfolio Management Investment Advisory Mortgage Industry Relationship Management Financial Services Income Protection Strategic Financial Planning Investments Buy To Let Retirement Remortgage Strategic Finance Independent Financial Advice Insurance Real Estate Estate Agents Property Residential Homes Property Management Lettings Sales Real Estate Transactions Landlords Investment Properties Financial Planning Critical Illness Finance Financial Risk Isa Trusts Life Insurance Retirement Savings

Mark Peddle Education Details

  • Bushey Hall
    Bushey Hall

Frequently Asked Questions about Mark Peddle

What company does Mark Peddle work for?

Mark Peddle works for Kdw

What is Mark Peddle's role at the current company?

Mark Peddle's current role is Financial Advisor at KDW.

What is Mark Peddle's email address?

Mark Peddle's email address is ma****@****s.co.uk

What schools did Mark Peddle attend?

Mark Peddle attended Bushey Hall.

What skills is Mark Peddle known for?

Mark Peddle has skills like Wealth Management, Retirement Planning, Financial Advisory, Inheritance Tax Planning, Pensions, Portfolio Management, Investment Advisory, Mortgage Industry, Relationship Management, Financial Services, Income Protection, Strategic Financial Planning.

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