K&M Financial Advisors - Rossendale

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K&M Financial Advisors: A Reliable Partner for Your Financial Future

For individuals and families seeking expert financial planning guidance, K&M Financial Advisors presents a strong and dependable option. Located in Rawtenstall, Lancashire, this firm is dedicated to providing tailored solutions to help clients achieve their long-term financial goals. They distinguish themselves through a commitment to personalized service and a deep understanding of the complexities of the modern financial landscape.

Location & Contact Information: K&M Financial Advisors operates from a convenient address at 45C Bank St, Rawtenstall, Rossendale BB4 7QN, United Kingdom. Clients can easily reach them by phone at 1706234700. You can also find comprehensive information and resources on their website: kmfinancial.net.

Specializations & Key Features: K&M Financial Advisors specializes in comprehensive financial planning services. This includes, but isn’t limited to:

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Planning
• Insurance Analysis

What truly sets K&M apart is their holistic approach. They don't just offer product recommendations; they take the time to understand each client's unique circumstances, risk tolerance, and aspirations. Their services are built on a foundation of trust and transparency.

Accessibility & Client Experience: K&M Financial Advisors prioritizes inclusivity and accessibility. The firm features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring that clients of all abilities can comfortably visit. They also have restroom facilities available.

Client Feedback: Based on reviews on Google My Business, K&M Financial Advisors maintains an impressive average rating of 4.3 out of 5 stars. The company currently has 6 reviews, showcasing a generally positive client experience. (It's recommended to visit Google My Business for the full reviews and testimonials.)

Further Information: For a deeper understanding of K&M Financial Advisors’ services and philosophy, we encourage you to explore their website. You’ll find detailed information about their team, service offerings, and client testimonials. They also provide valuable resources related to personal finance and investment strategies.

Recommendation: If you're seeking a knowledgeable and dedicated financial planner to help you navigate your financial journey, K&M Financial Advisors is a highly recommended choice. We suggest visiting their website at kmfinancial.net to schedule a consultation and discuss your individual needs. Their commitment to accessibility and client satisfaction makes them a valuable partner in achieving your financial goals.

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👍 Reviews of K&M Financial Advisors

Claire H.

5/5

Peter Mulderrig delivered a very friendly, professional service from start to finish when we re-mortgaged our property. He met us at our home during the weekend to discuss our requirements, took the time to understand our needs and responded promptly to any questions or queries we raised, including chasing up the mortgage company prior to completion immediately before Christmas. He made the whole process painless and managed to get us an excellent deal on our re-mortgage so we made a significant saving on our mortgage repayments going forward - better than we had managed to source independently. We would strongly to recommend K& M Financial Advisers.

Kimberley C.

5/5

A very friendly and efficient service. I used Peter Mulderrig's services to help me find a mortgage when moving house. Pete did a great job and I was sure when I signed up for the mortgage, it was the best one out there for me which definitely gave me peace of mind. Also use Pete for pension-related advice. Would highly recommend - even though I live in Scotland!

Stef M.

5/5

I transferred the management of my investments to K & M Financial Advisors almost 4 years ago because I wasn’t happy with the way that my previous advisors were handling them or dealing with me as a client. Peter conducted a complete review of my portfolio and suggested some changes which suited my circumstances better, and I am really pleased with how my investments are now performing.
We initially met at their offices in Rawtenstall, but for each annual review, Peter has visited me at my home to make it more convenient for me. He is very approachable and provides a professional and knowledgeable service on a personal and individual level. Peter genuinely cares about providing the best advice for his clients and I would have no hesitation in recommending K & M Financial Advisors to anyone.

H H.

5/5

The most friendly and efficient service. Professional from the outset and nothing was too much trouble. Every email was answered in a timely manner. Peter met us at our home and at our convenience. Transparent financial advice thoroughout. Without any hesitation I would recommend this company to family and friends.

Dr GB Rawtenstall 20-12-18

geoffrey K.

1/5

When I rang to collect my grandfathers will his comment was "he is not even cold yet" ( my grandfather made me promise once he had died immediately get the will ) the arrogate person felt it necessary to make a comment 24 hours after my grandads death

Gemma K.

5/5