KCM Wealth Management Team

Kieron MayKieron May is the principal of the firm and has been in financial services since 1985. He became an IFA in 1992 and a Chartered Insurer in 1994. He is also a Fellow of both the Chartered Insurance Institute and the Personal Finance Society, one of around only 100 individuals out of 25,0000 advisers to hold this distinction. The firm is currently in the process of registering as Chartered Financial Advisers. Kieron specialises in Pension and Retirement Planning along with Capital investment advice.

Alan MontgomeryAlan Montgomery comes with over twenty years' experience in financial services. Alan specialises in Investments, Trusts, Inheritance Tax and Succession Planning. In 2017 he was successful in securing the latest pension qualification.

Claire MayClaire May is married to Kieron and is the other shareholder in this family-run practice. Claire’s role is to prepare the monthly management accounts and six monthly regulatory returns to the Financial Conduct Authority (FCA).

Jackie McCaffreyJackie McCaffrey is the office manager and has been with the business for almost twenty years. In addition to all the usual responsibilities of a Practice Manager she has close working relationships with some of our longest-standing clients and provides the research and up to date material for their reviews.