KPM Accounts Ltd
- Unit 10, Walderslade Centre, Sherwood House, Walderslade, Chatham ME5 9UD
- (01634) 718247
Financial advice to individuals and small business owners.
I provide financial advice to individuals and small business owners. I first qualified as a Stockbroker / Financial Adviser over 26 years ago. I have qualifications in Stockbroking and Investment Management from the Chartered Institute of Securities & Investment. A Diploma in Financial Planning & Mortgage Advice qualifications.
My strength lies in having a deep understanding of how investments work, so I can put together a portfolio of investments aiming to grow the money you have worked so hard for. Tax efficiency plays a big part in not only making sure you use all the tax breaks on offer but that you protect the wealth you have built up for future generations.
The value of your investments can go down as well as up. You could get back less than you invested.
LeaRich Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title `Partner Practice' is the marketing term used to describe St. James's Place representatives.
SJP approved 02/08/2024