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KPM Financial Planning Clients
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Peter and Judith Groves
We now feel that for
the first time ever our pensions have been thoroughly investigated
and placed with the providers that will best suit our aims.
It is of considerable comfort to know that prior to advising
us on our pension plans that time was taken to ascertain
each of our attitudes towards growth vs security vs risk
and once that had been established that subsequent time
was taken to fully explain the resultant advice that was
to be given.
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here to view the full case study. |

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David Williams
When David Williams
came into some family inheritance he approached KPM for
professional advice on his financial planning.
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here to view the full case study. |

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Roger Grant
A five year long relationship
with KPM Financial Planning has ensured that McAlpine Mead
And Grant have been provided with valuable pensions advice
at a time when it is needed most.
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here to view the full case study. |

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Robert Steenton
Robert Steeton has been
working closely with KPM since the firm first began in 2000
for his personal financial planning.
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here to view the full case study. |

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Nippon Distribution
Established since 1962,
West Midlands based Nippon Distribution supplies the UK’s
largest range of replacement alternators and starter motors
for Japanese, Korean and Chinese equipment. Their client base
is vast and varied consisting of industries that include heavy
industrial machinery, off road and automotive vehicles.
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here to view the full case study. |

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CHN Heating and Plumbing
Services
Established for 34 years,
CHN Heating and Plumbing Services now has several locations
throughout the West Midlands and currently has a staff of
440 employees.
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here to view the full case study. |

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Hazel
Robinson
Hazel Robinson has been
working with KPM since the firm was first established. Being
a close friend of Kevin Probert, Hazel felt confident that
she could trust KPM with her personal financial requirements.
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here to view the full case study. |

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Barton
Storage
Barton Storage Systems
has amassed over 40 years experience in the storage and materials
handling industry providing complete solutions for the many
problems faced by their clients.
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here to view the full case study. |
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Four
Jay
Established in March 1995,
Four Jay is a presswork company specialising in providing
drawn and formed components to the electronics, automotive,
telecommunications, medical and leisure industry.
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here to view the full case study. |
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GB
Metal Spinnings
Established since 1989,
GB Metal Spinnings is a manufacturer specialising in the Spinning
and Fabrication of products such as light fittings, brass
bedware and Aircraft.
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here to view the full case study. |
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The Hookway Partnership
The Hookway Partnership
is a practice of Chartered Surveyors established in Bristol
for over 50 years. It has three offices located in Bristol,
Stroud and Wolverhampton.
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here to view the full case study. |
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Tasker and Stone
Established since 1996,
Tasker and Stone is a leading print management company with
experience in implementing outsourced print management programmes.
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here to view the full case study. |
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