Concept Financial Services

David Kemp

Pension & Investment Adviser

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David Kemp – Financial Adviser

07956 057042

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“I have a loyal client base that I’ve had the pleasure to work with for many years. I’m always happy to answer any questions potential clients may have in the most straightforward way possible and provide clear and concise solutions".

David Kemp

PENSIONS

Pension planning can be a complex area, but with my expert guidance and advice, we can work together to ensure your future retirement objectives are met. No obligation Initial Pension Review.
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Pensions

INVESTMENTS

Whether you are new to the investment market or a seasoned investor, I would be delighted to work with you on developing your portfolio of investment strategies.
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Investments

PROTECTION

Safeguarding your financial future is paramount to me. I work with leading insurers and can secure you and your loved ones future whatever may be around the corner.
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Protection

As a professional Financial Advisor, it is my duty to provide these important statements that you should be aware of when taking financial advice.

Important Statements

Pension

No obligation Pension review. Our typical ongoing fee is 0.95%, that reduces the more assets you have with us. This covers all our advice – and is deducted monthly from your portfolio.

Investments

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Past performance is not an indicator of future performance and should not be relied upon.

Final Salary Pensions

Please note I do not advise on Final Salary pension transfers. However, I would be able to refer you to an expert adviser within Openwork.

Taxation

HM Revenue & Customs practices and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Get In touch

Call me on: 07956 057042

7517 Comstock Ln, Darien, IL, 60561

(630) 663-1232, (865) 767-2927

Please note that whilst we do all we can to make our website secure, the internet is not a secure medium and therefore we cannot guarantee the security of your data.

About

Pensions & Investment Adviser

 

Qualifications: David holds Diploma in Financial Planning and has worked in the financial services industry since 1989.  

A friendly and successful financial services industry specialist, David joined Concept Financial Services in 2015 as a financial adviser. David has extensive experience across a number of industries including insurance, retail banking and local government. 

Areas of specialism; 

  • Short- and long-term investment 
  • Tax management and planning 
  • Pension management (incl. pension transfers) 
  • Insurance and protection 

He prides himself on supporting his clients to make well informed decisions to make plans for their financial goals, and certainly subscribes to Concept Financial Services’ ethos of building a brighter financial future. 

David’s approach to client management includes;  

  • A full audit of a client’s current financial situation including current providers 
  • Development of an achievable financial plan that is focused on client goals and aspirations 
  • To continue to keep client informed of progress and performance  
  • Support in the mitigation of tax liabilities 
  • Managing investments in line with client expectations 

He builds long standing relationships with his clients and it always at the end of the telephone to answer any queries.   David is married with 3 adult children and one granddaughter. Living in Shropshire but travels the Country looking after his clients.
David enjoys canapes, curry and kebabs, photography, landscape gardening, sport and walking his dog, Betty Boo.

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Peterjohn durrell

Will writer

I joined CFS Wills in 2020 after looking for a career change in which I could make a difference. Working with Paul again was a big factor with us initially working together over 30 years ago at Barclays Bank. We always stayed friends, and when the opportunity came to join CFS Wills I jumped at the chance. Having spent over 25 years in the motor trade and running car dealerships for over 10 years, I needed to do something different that would utilise many of the Skills and experiences I have developed over the years dealing with both private individuals and businesses. I wanted a career change that would not only be rewarding for me but be able to make a difference to peoples lives. Helping people put their affairs in order by simply completing a Will or Lasting Powers of attorney is for many quite cathartic. For most people, their Will is not very high on their wish list, yet everyone knows they should have one. For many, when they finally arrange their Will, you can see the relief in their faces.

 

Personally, I am married with two grown up children, but am now the proud owner of a dog (Springer-poo called Albi) for the first time in 30 years. To say he has taken over the house would be an understatement with almost everything revolving around him. We now all enjoy long walks and holidays near the beach for the dog. If Albi is happy, so are we!

 

Qualifications

 

ACIB- Associate of the Chartered institute of Bankers

MSWW- Member of the Society of Will writers

concept financial services