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KDS Financial Planning Limited

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Bio

Kathryn Shepherd is an experienced Financial Adviser with over 15 years in the financial industry and a Diploma in Financial Planning. 

After two successful years as a financial adviser with Prudential Financial Planning, Kathryn was delighted to establish her own financial advice business,  KDS Financial Planning Limited, as part of The Advice Partnership from Prudential. 

Kathryn has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Kathryn takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Kathryn provides sound, personal and expert advice.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

I have known Kathryn for many years within the financial market both as a colleague and more recently as a client. I have always found her to be very trustworthy, professional and knowledgeable about the financial market. Having recently dealt with my personal financial planning to a very satisfactory standard. I would certainly recommend her financial services.

February 2021 

Kathryn has given us financial advice for several years and have always found her very friendly, trustworthy and always willing to listen to our concerns and ambitions.

Her advice always fits in with the overall picture of our investments and clearly advises of the alterations/benefits her proposal would make to such. This give us confidence when any changes are made and Kathryn's explanations are always clear, especially when reviewing different investments.

We have recommended Kathryn to others and they have also been very pleased.

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KDS Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.