As the situation surrounding COVID-19 continues to develop daily, at KCM we are doing everything we can to ensure that we keep our people safe while continuing to deliver the high quality, personal service our clients are used to.
As such, our office is closed for all meetings, but we will continue to provide our full service, our staff are set up to securely work remotely and be able to continue ‘Business As Usual’
Annual Reviews will still take place as scheduled but will be conducted telephonically or by Video Conference (VC) or subject to client preference we can agree to defer your review until a traditional face to face meeting is possible whilst following the relevant social distancing regulations.
We can be contacted via our usual contact telephone numbers and email addresses or by using the office telephone number 028 7082 5869.
KCM Wealth Management Ltd.
We 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.