We deliver smart solutions for smart people.
Our commitment to you is absolute. Let us guide you towards your financial goals with loyalty, dedication and accountability.
Kirsty Coldicott BA (Hons), FPFS, Chartered Financial Planner and Managing Director.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
"Kirsty and I have worked together for several years now, she has really helped me plan for the future by, literally, showing me my future mapped out using financial planning software, this has allowed me to consider different life choices and the financial impact of those. With those choices made, she has provided financial advice and implemented investment products that I know will provide me with the funds I need to achieve my future ambitions. It is so reassuring to know that I have the future I want ahead of me, thanks to Kirsty. I can now relax and enjoy the years ahead.
Kirsty's approach is incredibly professional but she is open, honest and really listens and understands me and absolutely has my best interests at heart. It is always a pleasure to see her and catch up. The team at KLC are very efficient and reliable and on hand whenever I have a question or need their help, I know my meetings are booked ahead of time and I am sent any prep I might need in a timely fashion. The service is of a very high standard.
I can't recommend KLC Financial highly enough."
SJP Approved 13/06/2023
The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.