Who we are
Based in Rawtenstall, in the heart of Lancashire, K&M Financial Advisors Ltd are a firm of Independent Financial Advisors who provide a professional and comprehensive advice service in all areas of personal finance. The areas in which we specialise are:
- Retirement Planning
How we operate
During our first meeting we will describe, in more detail, the services we offer and give a full explanation of the payment options. Providing you are happy to proceed, we will then conduct a thorough fact-finding exercise to ascertain your personal details, your financial details and any needs or objectives you may have.
We will then provide our recommendations, in writing, for you to consider and, should you wish to proceed with our recommendations or have any issues you wish to discuss, will arrange a subsequent meeting for this purpose. Once the most appropriate course of action has been decided upon, we will arrange the necessary transactions.