• YOUR investment journey

    Independent Solutions for our Clients

  • Our vision

    Delivering professional bespoke solutions to meet our clients' financial objectives

    Diversified Investment Solutions

     

     

    For Pensions and Investments

    Providing the most appropriate investment solutions by utilising our comprehensive resources to meet your financial goals. Access to specialist fund management. Making your money work harder....

     

     

     

     

     

     

     

     

    Family/Business Protection

     

     

    For all your protection needs

    We can arrange a variety of tax-efficient protection plans to provide valuable cover for both small businesses and families alike.

    Corporate Relationships

     

     

    Employee Benefits & Auto Enrolment Solutions

    We actively support our Corporate clients, providing them with bespoke solutions to their employee benefit requirements and assisting them with their auto enrolment responsibilities....

  • Meet THE DIRECTORS

    Our team combines experience with dedication. Our office is based in Aylesbury in Buckinghamshire allowing us easy access to our clients in both London and the South East of England

    David Waltham & Kim Wallace

    David Waltham

    Kim Wallace

    Directors

     

    David and Kim's personable approach and in depth knowledge of pensions, investments and corporate benefits have gained them a loyal customer base, who rely on their expertise to guide them through all aspects of their financial planning journey.

     

    They believe in the importance of "independent" advice and are justifiably proud of the business they represent.

     

    The company has never felt the need to advertise, rather relying on word of mouth recommendations that have sustained the business since it's inception in February 2000.

     

     

     

     

     

     

     

     

  • Your Financial Partner for Life

    We always strive for the best.

    Our Initial Service

     

     

    We aim to gain an in depth understanding of your objectives and gauge your appetite for risk and reward. Utilising the extensive resources available to us we will then carry out our research, to select the products and investment solutions most suited to your needs and circumstances and we will then prepare a detailed personal report for you, which explains our understanding of your requirements and the reasons behind our recommendations.

     

    If you are happy with our recommendations then we will guide you through any paperwork required.

     

     

     

     

     

     

     

     

     

    Our Ongoing Service

     

     

    Implementation is the first step but to ensure that you are always on track it is important to benefit from being able to discuss any concerns you may have and keep up to date with the issues that may affect you. For this we offer our "Classic” ongoing service, for which we charge an amount of 0.5% of the value of your investment on an annual basis. Details of the service are available on request.

     

    Whilst the majority of our clients prefer us to provide a regular ongoing service as above, we can also carry out services on a simple “transactional” basis for those who do not require to enter into an ongoing service agreement.

    SKD Financial Services Ltd is Authorised and Regulated by the Financial Conduct Authority and is entered on the Financial Services Register www.fsa.gov.uk/register/home.do under firm reference number 652722. This site is intended for UK residents only.

  • Newsletter

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

  • Privacy Policy

     

     

     

     

     

     

     

    Click below to read our privacy policy

     

     

     

     

     

     

     

     

     

     

     

     

  • Customer Feedback

     

     

     

     

     

     

     

    You can provide us with feedback on the service we provide by clicking the link below. Please note that by proceeding you agree to our privacy policy

     

     

     

     

     

     

     

     

     

     

     

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