A Partner Practice of St. James's Place Wealth Management

KD Wealth Management Ltd

Kamal Dhaliwal

Dip PFS
I provide wealth management advice to individuals and businesses in London and the surrounding areas. My advice is tailored to meet your personal and business objectives.

About

My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients working in the city of London.

I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.

I have been working in the financial services industry for over 30 years and have the knowledge and experience that you need to be confident that you are in safe hands.

At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such, St. James's Place regularly publish a range of newsletters exclusively for clients, including regular financial Insights and quarterly magazine, The Investor.
Kamal Dhaliwal

Boundry House, Cricketfield Road, Uxbridge, Middlesex, UB8 1QG

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Kamal has given my wife and I very sound and helpful advice. We are very pleased with the services and advice she has given and I would not hesitate in recommending her to anyone.
David Paul Fawcett | Builder, Uxbridge
We were very pleased with the informed financial advice we received over a long period of time. Updates, rate changes and supplementary advice were all delivered to us very efficiently and quickly.
Ian Herne | Uxbridge
Kamal has been very professional, supportive, providing me with her well-considered advice in her role and capacity working as an Associate Partner for St. James's Place. I would not hesitate in recommending Kamal/St. James's Place to anyone, and I am continuing to look at potential clients for Kamal based on my own satisfactory experience. Both myself and my father have introduced clients in the past, and based on the exceptional service provided by Kamal I will continue doing so going forward. Thank you Kamal for your support, confidentiality and advice.
Anonymous
I have no hesitation in recommending Kamal Dhaliwal service towards her very honest and experience knowledge. I am very lucky to have her advice as I have very much gained since I have started to take her expert advice. I have very regard for her knowledge which she gives keeping customers first before her gain.
Mohinder Jhalli | Retired

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

KD Wealth Management Ltd is registered in England and Wales, Number 09299322 . Registered Office: 54 Swakeleys Road, Uxbridge, Middlesex, UB10 8BD.
Kamal Dhaliwal
KD Wealth Management Ltd