Call us: 01562 888440

 

Navigating choppy waters

As the world economy slowly recovers from the impact of the pandemic and its attendant difficulties, personal financial planning supported by well informed and balanced financial advice has never been more important.

Welcome to KRD Financial Advisers. Based in Stourbridge, West Midlands, we offer a comprehensive financial planning service for all your Investment, Pensions, Mortgage and Later Life needs. We hope you find the site both useful and informative.

Please use our contact forms or call us now on 01562 888440 to arrange a Free discovery meeting with one of our advisers, and let us show you how we can help achieve your goals and aspirations.

'Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline .....'

 

The KRD Brochure 2023/24

          

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What Do We Do?

We offer a comprehensive financial planning service for all your investment and  protection needs:


Pension Planning  


When do you want to retire and how much income will you need?



Investments/Regular Savings


Are you making the best use of any spare capital or surplus income?


NEW: Online ISA & GIA Investing Portal


Visit our new online investing portal for ISA's & General Investment Accounts.


Ethical Investing


          Investments that strive to maximise both investment performance and social welfare


Mortgages


Home purchase, Re-mortgage, first time buyers, Buy-to-Let, related insurance.


Income Protection & Critical Illness


Would you require a regular income or a cash sum if you suffered a serious illness or disability?



New: KRD PreQuote 


How much protection will you need, and how much will it cost? Try our new online PreQuotation tool.


Life Assurance


How much cash would your family need to maintain their current lifestyle if you die prematurely?


Equity Release & Later Life Planning


Lifetime Mortgages & Home Reversion Plans and Later Life Services.


Inheritance Tax Planning


Untangling Inhertance Tax


Wealth Management  


Individually Tailored Services.


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Please, call us, e-mail us or use one of our contact forms.

Get In Touch

Main Office

74 Worcester Road
Hagley
Stourbridge
West Midlands
DY9 0NJ
Telephone. 01562 888440
Email. beckykrdfa.com

KRD Mortgage Advisers

74a Worcester Road
Hagley
DY9 0NJ
Telephone. +441562887998
Email. davekrdfa.com