The physical office is currently closed until further notice in accordance with Government advice due to ongoing the Covid-19 emergency. It is still very much business as usual at KCM Wealth Management, any clients wishing to contact our team can do so by phoning the normal office number 028 7082 586 or via email:
Jackie Manager (Office Manager) jackie.mccaffrey@kcmwm.co.uk
Judi Mercer (Administrator) judimercer@kcmwm.co.uk
Kieron May (Director, Chartered Financial Planner) kieronmay@kcmwm.co.uk
Alan Montgomery (Senior Financial Consultant) alanmontgomery@kcmwm.co.uk

 

KCM Wealth Management Ltd.

Wealth ManagementWe are a firm of Independent Financial Advisers based in Portrush, Northern Ireland, serving the local community in what is called “The Triangle” of Portrush, Portstewart and Coleraine and also the wider community throughout Northern Ireland, England, Wales and Scotland.

The two founding partners were both Chartered members of the Insurance Institute going back to the mid 1990s. A belief in professionalism and professional qualifications is at the core of what we do. We work with both families and businesses guiding and helping them with their Wealth, Estate, Retirement and Succession Planning as well as related Tax Planning. We specialise in advising on the investment of capital sums for future income or growth requirements and pride ourselves in providing a service based on regular reviews of our clients’ circumstances. We believe it is increasingly important in this ever-changing world for our clients to have access to financial, legal and accountancy specialists committed to their individual needs.

Please note that Tax Planning is not regulated by the Financial Conduct Authority.