K M D Private Wealth Management

Our Story

True Wealth Management is a different kind of wealth management firm. We focus on helping individuals, families, and business owners achieve financial clarity for life. Our name reflects our core belief: financial success is about more than just numbers. It's about understanding your aspirations, challenges, and building a robust plan that aligns with your unique goals.

Who We Are

KMD Private Wealth Management is an independent, Chartered firm with offices in Cambridge, London, and Stansted. Our team of experienced professionals are dedicated to providing personalized wealth management solutions tailored to each client. We take the time to get to know you, understand your individual circumstances, and develop a plan that works for you.

What We Do

We offer a comprehensive range of services designed to empower you to achieve your financial goals, including:

Family Wealth Management

• Comprehensive wealth planning for families with complex financial situations.
• Protecting and preserving wealth through succession planning and risk management.
• Guidance on intergenerational wealth transfer and family business succession.

Investment Advice

• Tailored investment strategies based on your individual goals and risk tolerance.
• Regular portfolio reviews and performance analysis to ensure alignment with your objectives.
• Active management of your wealth to maximize returns and mitigate potential risks.

Financial Clarity for Life

• Helping clients make informed financial decisions through financial planning and regular reviews.
• Providing clear, jargon-free explanations of complex financial concepts.
• Empowering clients to take control of their financial future with personalized guidance.

Our Core Values

• Client-Centricity: Our clients are at the heart of everything we do.
• Integrity: We adhere to the highest ethical standards and transparency in all our dealings.
• Professionalism: Our team is highly qualified and experienced, offering expertise in every aspect of wealth management.
• Sustainability: We take a long-term approach to wealth management, focusing on building and preserving wealth for generations to come.

Working with True Wealth Management

If you're seeking a wealth management partner who prioritizes understanding your personal goals and building a tailored plan, choose True Wealth Management. Contact us today and schedule a consultation to discuss your financial journey and find a solution that aligns with your unique needs.