Transforming financial futures, one relationship at a time
About us
KMC Wealth Management was founded in 2014 by Jonathan McCombe, who had previously been working as an independent financial advisor for four years. Based in Derry/L'Derry, we are dedicated to providing bespoke financial solutions to individuals and corporate clients throughout Northern Ireland. We believe that financial planning is a crucial step in securing a prosperous future.
Our Vision
Our vision is to empower our clients to achieve their financial goals through personalized financial plans and ongoing guidance. We strive to create lasting relationships built on trust and transparency, working collaboratively with each client to understand their unique needs and aspirations.
Our Services
We offer a comprehensive range of services to address various financial concerns, including:
Wealth Planning
- Goal-setting and financial planning
- Investment management
- Retirement planning and analysis
- Estate planning and inheritance guidance
- Tax optimization strategies
Corporate Services
- Corporate financial planning and governance
- Employee benefits consultations
- Pension scheme reviews and optimization
- Retirement planning for key personnel
Financial Advisory
- Investment portfolio review and analysis
- Risk management planning
- Retirement planning for individuals
- Insurance review and recommendation
Why choose KMC Wealth Management?
- Experience and Expertise: Our team of experienced financial advisors has a proven track record in helping clients achieve their financial goals.
- Personalized Attention: We take the time to understand your unique financial situation and aspirations, and tailor our recommendations to your individual needs.
- Client-Focused Approach: We prioritize building strong relationships with our clients and actively involve them in every step of the financial planning process.
- Transparency and Communication: We believe in open and honest communication and provide regular updates and progress reports to our clients.
Our Partnership with St. James's Place
KMC Wealth Management is an Appointed Representative of St. James's Place Wealth Management plc, allowing us to offer our clients access to a wide range of wealth management products and services. This partnership enables us to provide you with comprehensive and tailored financial solutions.
Summary of Reviews
Orann's approachability, educational, and informative services have been highly praised by clients. They appreciate his understanding and professionalism, which has made them feel comfortable with their investment decisions. Top scores are given for his services in all areas, and clients highly recommend having a conversation with him for investment ideas.
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