Kadwell Financial Management
about us
IFA Partners receive the backing of positivesolutions to be able to work effectively with their clients. We believe in using technology to its maximum advantage, utilising the latest cutting edge software and processes to develop the best solutions for clients needs.

Experience
Steve Kadwell is a skilled and experienced Independent Financial Adviser (IFA). He established his own IFA practice in 1988 and joined Positive Solutions in 2006. Previously he was a consultant with a major UK insurance company, specialising in pensions.

Expertise
Steve specialises in advising individuals on their pension fund(s) options at retirement including:
- structuring income and investment of cash sums
- targeting to achieve a level of income at a specific date.

He also actively advises on:
- SIPPs
- SSASs
- restructuring of pension arrangements to take advantage of today’s better value-for-money products.

Credentials
Steve holds four specialist Chartered Insurance Institute pension qualifications. These are recognised as desirable for advice on pension transfers, at retirement pension planning and in structuring pension portfolios:
- G60
- K10
- K20
- J05 

Awards
Steve is a recognised expert in his field and has won a significant number of awards from leading trade magazines, including:

Overall Financial Planner of the Year
Money Management-Financial Planner of the Year Awards (2008)

Income Planning in Retirement category
Planned Savings–IFA of the Year Awards (1997)

Personal Pension Planner of the Year
Money Management–Financial Planner of the Year Awards (1996)

Retirement Planning for the self-employed
Planned Savings–IFA of the Year Awards (1996)

Using Steve Kadwell
- high quality, specialist advice
- personal service
- technical support through use of leading software
- access to your own pension & investment valuations via our website

Terms of Business

       
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Kadwell Financial Management is a trading style of Positive Solutions (Financial Services) Ltd. Positive Solutions is authorised and regulated by the Financial Services Authority.
Registered as a Limited Company in England and Wales No. 3276760. Registered Head Office: Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY Tel: 0871 700 1111 Fax: 0871 700 0010