Kirsty Coldicott, KLC Financial Ltd

KLC Financial Ltd Chartered Financial Planner
Merevale House
27 Sansome Walk
Worcester
WR1 1NU

Business Description

KLC Financial Ltd delivers tailored financial advice to our private and business clients to help them address their current or long-term financial planning needs and those of the next generation.

KLC Financial Ltd is committed to delivering advice excellence, underpinned by professionalism and integrity and delivered through, long-standing, trusted relationships.

Practice clients receive regular face-to-face reviews as well as proactive, relevant information or advice, where appropriate or on request. KLC Financial Ltd employs an, 'open door' policy for clients and is willing to be the primary source of support for all our clients' financial needs.

Prospective clients can expect an initial, confidential consultation with no obligation to join to the practice as a client.

Accreditations & Qualifications

Kirsty Coldicott has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).

Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.

KLC Financial Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products